Heartwood 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
Q3 | $1.87M | Sell |
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|
2025
Q2 | $1.61M | Hold |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $692K | Hold |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $235K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $16.1M | Buy |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $14.9M | Buy |
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|
2020
Q1 | $12.9M | Buy |
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|
2019
Q4 | $8.02M | Buy |
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