GWA
GGM Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.1M | Buy |
48,978
+611
| +1% | +$189K | 8.41% | 2 |
|
|
2024
Q4 | $11.7M | Buy |
48,367
+1,063
| +2% | +$257K | 6.12% | 2 |
|
|
2024
Q3 | $11.5M | Buy |
47,304
+382
| +0.8% | +$92.8K | 4.95% | 3 |
|
|
2024
Q2 | $10.1M | Sell |
46,922
-2,809
| -6% | -$604K | 4.61% | 3 |
|
|
2024
Q1 | $10.8M | Sell |
49,731
-27
| -0.1% | -$5.88K | 5.04% | 3 |
|
|
2023
Q4 | $9.31M | Buy |
49,758
+67
| +0.1% | +$12.5K | 3.85% | 3 |
|
|
2023
Q3 | $8.52M | Buy |
49,691
+378
| +0.8% | +$64.8K | 3.69% | 3 |
|
|
2023
Q2 | $8.85M | Buy |
49,313
+4,367
| +10% | +$784K | 3.59% | 5 |
|
|
2023
Q1 | $8.24M | Buy |
44,946
+9,778
| +28% | +$1.79M | 4.7% | 4 |
|
|
2022
Q4 | $6.11M | Sell |
35,168
-2,383
| -6% | -$414K | 3.15% | 7 |
|
|
2022
Q3 | $5.78M | Sell |
37,551
-1,627
| -4% | -$251K | 3.12% | 8 |
|
|
2022
Q2 | $6.3M | Sell |
39,178
-2,948
| -7% | -$474K | 3.52% | 7 |
|
|
2022
Q1 | $7.66M | Buy |
+42,126
| New | +$7.66M | 3.84% | 7 |
|