KWA
Kingswood 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 | $4.63M | Sell |
15,187
-3,929
| -21% | -$1.2M | 0.37% | 54 |
|
|
2025
Q1 | $5.51M | Sell |
19,116
-21
| -0.1% | -$6.05K | 0.5% | 30 |
|
|
2024
Q4 | $4.63M | Buy |
19,137
+5,234
| +38% | +$1.27M | 0.35% | 53 |
|
|
2024
Q3 | $3.39M | Sell |
13,903
-5,431
| -28% | -$1.32M | 0.24% | 98 |
|
|
2024
Q2 | $4.16M | Buy |
19,334
+8,131
| +73% | +$1.75M | 0.37% | 52 |
|
|
2024
Q1 | $2.3M | Sell |
11,203
-21,221
| -65% | -$4.37M | 0.27% | 86 |
|
|
2023
Q4 | $6.2M | Buy |
32,424
+27,030
| +501% | +$5.17M | 0.7% | 19 |
|
|
2023
Q3 | $2.42M | Sell |
5,394
-396
| -7% | -$178K | 0.41% | 62 |
|
|
2023
Q2 | $1.03M | Buy |
+5,790
| New | +$1.03M | 0.33% | 80 |
|