HWA
Heartwood 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 | $1.61M | Hold |
5,275
| – | – | 0.17% | 56 |
|
|
2025
Q1 | $1.52M | Buy |
5,275
+2,426
| +85% | +$699K | 0.17% | 53 |
|
|
2024
Q4 | $690K | Hold |
2,849
| – | – | 0.08% | 84 |
|
|
2024
Q3 | $692K | Hold |
2,849
| – | – | 0.08% | 84 |
|
|
2024
Q2 | $613K | Sell |
2,849
-1
| -0% | -$215 | 0.07% | 88 |
|
|
2024
Q1 | $586K | Hold |
2,850
| – | – | 0.07% | 84 |
|
|
2023
Q4 | $545K | Sell |
2,850
-54
| -2% | -$10.3K | 0.07% | 79 |
|
|
2023
Q3 | $498K | Buy |
2,904
+479
| +20% | +$82.1K | 0.07% | 82 |
|
|
2023
Q2 | $432K | Buy |
2,425
+1,041
| +75% | +$186K | 0.06% | 88 |
|
|
2023
Q1 | $254K | Hold |
1,384
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $235K | Buy |
+1,384
| New | +$235K | 0.04% | 114 |
|
|
2021
Q2 | – | Sell |
-73,045
| Closed | -$11.7M | – | 97 |
|
|
2021
Q1 | $11.7M | Sell |
73,045
-17,320
| -19% | -$2.77M | 1.88% | 19 |
|
|
2020
Q4 | $16.1M | Buy |
90,365
+1,911
| +2% | +$341K | 2.6% | 13 |
|
|
2020
Q3 | $15.7M | Sell |
88,454
-52,458
| -37% | -$9.29M | 3% | 12 |
|
|
2020
Q2 | $14.9M | Buy |
140,912
+53,849
| +62% | +$5.71M | 2.96% | 12 |
|
|
2020
Q1 | $12.9M | Buy |
87,063
+30,932
| +55% | +$4.58M | 3.09% | 13 |
|
|
2019
Q4 | $8.02M | Buy |
+56,131
| New | +$8.02M | 1.53% | 18 |
|