FMWA
Forvis Mazars 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 | $972K | Buy |
3,188
+160
| +5% | +$48.8K | 0.02% | 210 |
|
|
2025
Q1 | $872K | Buy |
3,028
+94
| +3% | +$27.1K | 0.02% | 218 |
|
|
2024
Q4 | $710K | Buy |
2,934
+1
| +0% | +$242 | 0.02% | 260 |
|
|
2024
Q3 | $713K | Buy |
2,933
+460
| +19% | +$112K | 0.02% | 263 |
|
|
2024
Q2 | $532K | Buy |
2,473
+154
| +7% | +$33.1K | 0.01% | 281 |
|
|
2024
Q1 | $477K | Buy |
2,319
+750
| +48% | +$154K | 0.01% | 301 |
|
|
2023
Q4 | $300K | Sell |
1,569
-436
| -22% | -$83.4K | 0.01% | 338 |
|
|
2023
Q3 | $344K | Buy |
2,005
+256
| +15% | +$43.9K | 0.01% | 312 |
|
|
2023
Q2 | $312K | Buy |
1,749
+630
| +56% | +$112K | 0.01% | 354 |
|
|
2023
Q1 | $205K | Buy |
+1,119
| New | +$205K | 0.01% | 391 |
|
|
2022
Q4 | – | Sell |
-1,444
| Closed | -$224K | – | 394 |
|
|
2022
Q3 | $224K | Sell |
1,444
-214
| -13% | -$33.2K | 0.01% | 361 |
|
|
2022
Q2 | $279K | Buy |
+1,658
| New | +$279K | 0.01% | 329 |
|
|
2014
Q2 | – | Sell |
-1,968
| Closed | -$242K | – | 147 |
|
|
2014
Q1 | $242K | Sell |
1,968
-832
| -30% | -$102K | 0.04% | 142 |
|
|
2013
Q4 | $325K | Sell |
2,800
-155
| -5% | -$18K | 0.06% | 121 |
|
|
2013
Q3 | $379K | Buy |
+2,955
| New | +$379K | 0.08% | 110 |
|