GWA
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Genesis 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
$1.67M Buy
5,480
+5
+0.1% +$1.52K 1.25% 19
2025
Q1
$1.58M Hold
5,475
1.28% 20
2024
Q4
$1.33M Buy
+5,475
New +$1.33M 1.16% 22
2015
Q2
$381K Sell
3,391
-1,085
-24% -$122K 0.31% 32
2015
Q1
$517K Sell
4,476
-250
-5% -$28.9K 0.43% 32
2014
Q4
$547K Buy
+4,726
New +$547K 0.43% 33