EWA
Evolution Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
58,578
-9,024
| -13% | -$2.75M | 2.61% | 7 |
|
|
2025
Q1 | $19.5M | Buy |
67,602
+10,062
| +17% | +$2.9M | 3.25% | 6 |
|
|
2024
Q4 | $13.9M | Sell |
57,540
-10,307
| -15% | -$2.5M | 2.33% | 7 |
|
|
2024
Q3 | $16.5M | Sell |
67,847
-1,153
| -2% | -$280K | 2.96% | 6 |
|
|
2024
Q2 | $14.8M | Sell |
69,000
-6,587
| -9% | -$1.42M | 2.89% | 7 |
|
|
2024
Q1 | $15.5M | Sell |
75,587
-8,890
| -11% | -$1.83M | 2.98% | 6 |
|
|
2023
Q4 | $16.1M | Sell |
84,477
-2,587
| -3% | -$495K | 3.25% | 5 |
|
|
2023
Q3 | $14.9M | Buy |
87,064
+1,885
| +2% | +$323K | 3.33% | 5 |
|
|
2023
Q2 | $15.2M | Buy |
85,179
+235
| +0.3% | +$41.9K | 3.35% | 7 |
|
|
2023
Q1 | $15.6M | Buy |
84,944
+685
| +0.8% | +$126K | 3.74% | 7 |
|
|
2022
Q4 | $14.3M | Sell |
84,259
-490
| -0.6% | -$83.1K | 3.6% | 7 |
|
|
2022
Q3 | $13.1M | Buy |
84,749
+1,517
| +2% | +$235K | 3.59% | 8 |
|
|
2022
Q2 | $14M | Buy |
83,232
+2,355
| +3% | +$397K | 3.55% | 8 |
|
|
2022
Q1 | $14.6M | Buy |
80,877
+2,347
| +3% | +$424K | 3% | 9 |
|
|
2021
Q4 | $13.4K | Sell |
78,530
-441
| -0.6% | -$75 | 2.03% | 15 |
|
|
2021
Q3 | $13M | Buy |
78,971
+3,567
| +5% | +$586K | 2.78% | 12 |
|
|
2021
Q2 | $12.5M | Sell |
75,404
-1,770
| -2% | -$293K | 2.54% | 12 |
|
|
2021
Q1 | $12.3M | Sell |
77,174
-38,662
| -33% | -$6.18M | 2.76% | 8 |
|
|
2020
Q4 | $20.7M | Buy |
115,836
+3,434
| +3% | +$613K | 4.66% | 5 |
|
|
2020
Q3 | $19.9M | Sell |
112,402
-4,721
| -4% | -$836K | 5.44% | 4 |
|
|
2020
Q2 | $19.6M | Sell |
117,123
-7,855
| -6% | -$1.31M | 6.43% | 3 |
|
|
2020
Q1 | $18.5M | Buy |
124,978
+19,163
| +18% | +$2.84M | 7.47% | 2 |
|
|
2019
Q4 | $15.1M | Buy |
105,815
+34,888
| +49% | +$4.99M | 3.79% | 6 |
|
|
2019
Q3 | $9.85M | Buy |
+70,927
| New | +$9.85M | 4.7% | 4 |
|
|
2019
Q2 | – | Sell |
-73,006
| Closed | -$8.91M | – | 473 |
|
|
2019
Q1 | $8.91M | Buy |
73,006
+20,725
| +40% | +$2.53M | 4.1% | 7 |
|
|
2018
Q4 | $6.34M | Buy |
+52,281
| New | +$6.34M | 2.89% | 12 |
|