EverSource Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.11M Buy
2025
Q1
$2.65M Sell
2024
Q4
$2.37M Buy
2024
Q3
$2.12M Sell
2024
Q2
$1.98M Buy
2024
Q1
$1.59M Sell
2023
Q4
$1.54M Sell
2023
Q3
$8.02M Buy
2023
Q2
$8M Buy
2023
Q1
$7.5M Buy
2022
Q4
$439K Buy
2022
Q3
$124K Sell
2022
Q2
$450K Hold
2022
Q1
$483K Sell
2021
Q4
$462K Buy