Navis 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
Q2 | $534K | Sell |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $429K | Hold |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $872K | Buy |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $847K | Buy |
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