Moss Adams Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
5,600
+128
| +2% | +$39K | 0.16% | 55 |
|
|
2025
Q1 | $1.58M | Hold |
5,472
| – | – | 0.17% | 48 |
|
|
2024
Q4 | $1.32M | Buy |
+5,472
| New | +$1.32M | 0.14% | 48 |
|
|
2024
Q3 | – | Sell |
-1,347
| Closed | -$290K | – | 211 |
|
|
2024
Q2 | $290K | Hold |
1,347
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $277K | Buy |
1,347
+52
| +4% | +$10.7K | 0.04% | 115 |
|
|
2023
Q4 | $248K | Buy |
+1,295
| New | +$248K | 0.05% | 101 |
|
|
2023
Q1 | – | Sell |
-3,435
| Closed | -$583K | – | 192 |
|
|
2022
Q4 | $583K | Buy |
+3,435
| New | +$583K | 0.29% | 52 |
|