Forvis Mazars 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 | $972K | Buy |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $710K | Buy |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $325K | Sell |
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|
2013
Q3 | $379K | Buy |
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