IVC 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 | $513K | Buy |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $1.29M | Buy |
|