IWA
IVC 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 | $434K | Sell |
1,424
-88
| -6% | -$26.8K | 0.21% | 89 |
|
|
2025
Q1 | $436K | Sell |
1,512
-119
| -7% | -$34.3K | 0.23% | 85 |
|
|
2024
Q4 | $395K | Sell |
1,631
-61
| -4% | -$14.8K | 0.22% | 89 |
|
|
2024
Q3 | $411K | Sell |
1,692
-153
| -8% | -$37.2K | 0.23% | 94 |
|
|
2024
Q2 | $397K | Hold |
1,845
| – | – | 0.22% | 99 |
|
|
2024
Q1 | $380K | Hold |
1,845
| – | – | 0.22% | 103 |
|
|
2023
Q4 | $353K | Hold |
1,845
| – | – | 0.22% | 99 |
|
|
2023
Q3 | $316K | Hold |
1,845
| – | – | 0.21% | 106 |
|
|
2023
Q2 | $329K | Hold |
1,845
| – | – | 0.21% | 106 |
|
|
2023
Q1 | $338K | Hold |
1,845
| – | – | 0.24% | 95 |
|
|
2022
Q4 | $313K | Hold |
1,845
| – | – | 0.23% | 106 |
|
|
2022
Q3 | $285K | Sell |
1,845
-647
| -26% | -$99.9K | 0.23% | 106 |
|
|
2022
Q2 | $420K | Sell |
2,492
-100
| -4% | -$16.9K | 0.33% | 75 |
|
|
2022
Q1 | $468K | Hold |
2,592
| – | – | 0.31% | 79 |
|
|
2021
Q4 | $443K | Sell |
2,592
-35
| -1% | -$5.98K | 0.29% | 91 |
|
|
2021
Q3 | $431K | Buy |
2,627
+54
| +2% | +$8.86K | 0.3% | 86 |
|
|
2021
Q2 | $426K | Sell |
2,573
-632
| -20% | -$105K | 0.3% | 84 |
|
|
2021
Q1 | $513K | Sell |
3,205
-4,014
| -56% | -$642K | 0.4% | 71 |
|
|
2020
Q4 | $1.29M | Buy |
+7,219
| New | +$1.29M | 1.23% | 17 |
|