GWA
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 |
|