HNWA
Henrickson Nauta 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 | $882K | Buy |
2,893
+204
| +8% | +$62.2K | 0.31% | 30 |
|
|
2025
Q1 | $786K | Hold |
2,689
| – | – | 0.32% | 30 |
|
|
2024
Q4 | $651K | Hold |
2,689
| – | – | 0.26% | 36 |
|
|
2024
Q3 | $654K | Hold |
2,689
| – | – | 0.26% | 38 |
|
|
2024
Q2 | $578K | Hold |
2,689
| – | – | 0.25% | 42 |
|
|
2024
Q1 | $580K | Hold |
2,689
| – | – | 0.26% | 40 |
|
|
2023
Q4 | $514K | Hold |
2,689
| – | – | 0.25% | 41 |
|
|
2023
Q3 | $461K | Sell |
2,689
-2,143
| -44% | -$367K | 0.28% | 30 |
|
|
2023
Q2 | $861K | Hold |
4,832
| – | – | 0.58% | 20 |
|
|
2023
Q1 | $885K | Sell |
4,832
-3,495
| -42% | -$640K | 0.64% | 19 |
|
|
2022
Q4 | $1.41M | Hold |
8,327
| – | – | 1.12% | 15 |
|
|
2022
Q3 | $1.29M | Buy |
+8,327
| New | +$1.29M | 1.23% | 13 |
|