HWA
HHM 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 | $869K | Buy |
2,852
+91
| +3% | +$27.7K | 0.1% | 75 |
|
|
2025
Q1 | $796K | Sell |
2,761
-46
| -2% | -$13.3K | 0.11% | 73 |
|
|
2024
Q4 | $680K | Hold |
2,807
| – | – | 0.09% | 84 |
|
|
2024
Q3 | $682K | Sell |
2,807
-240
| -8% | -$58.3K | 0.1% | 73 |
|
|
2024
Q2 | $655K | Buy |
3,047
+1,695
| +125% | +$364K | 0.1% | 75 |
|
|
2024
Q1 | $278K | Hold |
1,352
| – | – | 0.05% | 121 |
|
|
2023
Q4 | $258K | Hold |
1,352
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $232K | Hold |
1,352
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $241K | Hold |
1,352
| – | – | 0.05% | 121 |
|
|
2023
Q1 | $248K | Hold |
1,352
| – | – | 0.05% | 117 |
|
|
2022
Q4 | $229K | Hold |
1,352
| – | – | 0.05% | 112 |
|
|
2022
Q3 | $209K | Hold |
1,352
| – | – | 0.06% | 104 |
|
|
2022
Q2 | $228K | Hold |
1,352
| – | – | 0.06% | 121 |
|
|
2022
Q1 | $244K | Hold |
1,352
| – | – | 0.06% | 131 |
|
|
2021
Q4 | $231K | Hold |
1,352
| – | – | 0.06% | 127 |
|
|
2021
Q3 | $222K | Buy |
+1,352
| New | +$222K | 0.06% | 119 |
|