IWA
Inspirion 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 | $2.63M | Buy |
8,637
+1,111
| +15% | +$339K | 0.35% | 31 |
|
|
2025
Q1 | $2.17M | Buy |
7,526
+669
| +10% | +$193K | 0.3% | 32 |
|
|
2024
Q4 | $1.68M | Buy |
6,857
+677
| +11% | +$166K | 0.23% | 40 |
|
|
2024
Q3 | $1.5M | Buy |
6,180
+50
| +0.8% | +$12.2K | 0.21% | 48 |
|
|
2024
Q2 | $1.32M | Buy |
6,130
+200
| +3% | +$43K | 0.2% | 49 |
|
|
2024
Q1 | $1.22M | Sell |
5,930
-150
| -2% | -$30.9K | 0.2% | 52 |
|
|
2023
Q4 | $1.16M | Hold |
6,080
| – | – | 0.21% | 51 |
|
|
2023
Q3 | $1.04M | Buy |
6,080
+57
| +0.9% | +$9.77K | 0.2% | 51 |
|
|
2023
Q2 | $1.07M | Buy |
6,023
+354
| +6% | +$63.1K | 0.21% | 50 |
|
|
2023
Q1 | $1.04M | Buy |
5,669
+216
| +4% | +$39.6K | 0.21% | 49 |
|
|
2022
Q4 | $925K | Buy |
5,453
+697
| +15% | +$118K | 0.2% | 51 |
|
|
2022
Q3 | $736K | Buy |
4,756
+2,005
| +73% | +$310K | 0.17% | 57 |
|
|
2022
Q2 | $463K | Buy |
2,751
+100
| +4% | +$16.8K | 0.1% | 79 |
|
|
2022
Q1 | $479K | Buy |
2,651
+1,278
| +93% | +$231K | 0.1% | 72 |
|
|
2021
Q4 | $235K | Buy |
+1,373
| New | +$235K | 0.05% | 91 |
|
|
2021
Q2 | – | Sell |
-1,645
| Closed | -$263K | – | 87 |
|
|
2021
Q1 | $263K | Hold |
1,645
| – | – | 0.07% | 77 |
|
|
2020
Q4 | $293K | Buy |
1,645
+67
| +4% | +$11.9K | 0.08% | 69 |
|
|
2020
Q3 | $279K | Buy |
+1,578
| New | +$279K | 0.1% | 67 |
|
|
2020
Q2 | – | Sell |
-2,555
| Closed | -$378K | – | 78 |
|
|
2020
Q1 | $378K | Sell |
2,555
-75
| -3% | -$11.1K | 0.19% | 45 |
|
|
2019
Q4 | $376K | Buy |
2,630
+1,052
| +67% | +$150K | 0.13% | 55 |
|
|
2019
Q3 | $219K | Sell |
1,578
-101
| -6% | -$14K | 0.1% | 70 |
|
|
2019
Q2 | $224K | Sell |
1,679
-9
| -0.5% | -$1.2K | 0.1% | 69 |
|
|
2019
Q1 | $206K | Hold |
1,688
| – | – | 0.09% | 70 |
|
|
2018
Q4 | $205K | Buy |
+1,688
| New | +$205K | 0.1% | 68 |
|
|
2018
Q3 | – | Sell |
-1,688
| Closed | -$200K | – | 76 |
|
|
2018
Q2 | $200K | Hold |
1,688
| – | – | 0.09% | 74 |
|
|
2018
Q1 | $212K | Hold |
1,688
| – | – | 0.1% | 68 |
|
|
2017
Q4 | $209K | Hold |
1,688
| – | – | 0.1% | 69 |
|
|
2017
Q3 | $205K | Buy |
+1,688
| New | +$205K | 0.1% | 66 |
|
|
2017
Q2 | – | Sell |
-1,688
| Closed | -$200K | – | 69 |
|
|
2017
Q1 | $200K | Sell |
1,688
-491
| -23% | -$58.2K | 0.11% | 65 |
|
|
2016
Q4 | $239K | Buy |
+2,179
| New | +$239K | 0.15% | 53 |
|