New England Private 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
$2.66M Sell
8,834
-396
-4% -$119K 0.39% 54
2025
Q1
$2.66M Buy
9,230
+870
+10% +$251K 0.41% 50
2024
Q4
$2.02M Sell
8,360
-42
-0.5% -$10.2K 0.32% 57
2024
Q3
$2.04M Hold
8,402
0.33% 56
2024
Q2
$1.81M Buy
8,402
+1,160
+16% +$249K 0.32% 56
2024
Q1
$1.5M Buy
7,242
+1
+0% +$207 0.26% 64
2023
Q4
$1.38M Buy
7,241
+2,272
+46% +$434K 0.26% 65
2023
Q3
$852K Buy
4,969
+500
+11% +$85.7K 0.18% 75
2023
Q2
$797K Sell
4,469
-500
-10% -$89.1K 0.16% 74
2023
Q1
$910K Buy
4,969
+977
+24% +$179K 0.19% 68
2022
Q4
$677K Buy
3,992
+394
+11% +$66.8K 0.14% 70
2022
Q3
$555K Sell
3,598
-51
-1% -$7.87K 0.13% 69
2022
Q2
$658K Hold
3,649
0.12% 67
2022
Q1
$658K Buy
3,649
+98
+3% +$17.7K 0.12% 67
2021
Q4
$608K Hold
3,551
0.11% 69
2021
Q3
$583K Buy
3,551
+460
+15% +$75.5K 0.11% 68
2021
Q2
$512K Sell
3,091
-2,581
-46% -$428K 0.1% 72
2021
Q1
$907K Hold
5,672
0.16% 59
2020
Q4
$1.01M Hold
5,672
0.22% 54
2020
Q3
$1.01M Hold
5,672
0.25% 50
2020
Q2
$948K Buy
5,672
+150
+3% +$25.1K 0.26% 47
2020
Q1
$817K Buy
5,522
+311
+6% +$46K 0.28% 47
2019
Q4
$745K Hold
5,211
0.19% 52
2019
Q3
$723K Hold
5,211
0.18% 74
2019
Q2
$694K Sell
5,211
-306
-6% -$40.8K 0.17% 80
2019
Q1
$673K Hold
5,517
0.17% 77
2018
Q4
$669K Hold
5,517
0.2% 73
2018
Q3
$622K Sell
5,517
-52
-0.9% -$5.86K 0.17% 79
2018
Q2
$661K Buy
5,569
+52
+0.9% +$6.17K 0.19% 72
2018
Q1
$695K Hold
5,517
0.2% 71
2017
Q4
$682K Hold
5,517
0.19% 73
2017
Q3
$671K Sell
5,517
-129
-2% -$15.7K 0.2% 66
2017
Q2
$666K Hold
5,646
0.21% 66
2017
Q1
$672K Buy
5,646
+365
+7% +$43.4K 0.21% 62
2016
Q4
$578K Buy
5,281
+129
+3% +$14.1K 0.2% 66
2016
Q3
$647K Buy
5,152
+500
+11% +$62.8K 0.23% 62
2016
Q2
$588K Hold
4,652
0.22% 62
2016
Q1
$548K Hold
4,652
0.23% 62
2015
Q4
$472K Hold
4,652
0.19% 70
2015
Q3
$497K Hold
4,652
0.21% 60
2015
Q2
$523K Hold
4,652
0.2% 62
2015
Q1
$532K Hold
4,652
0.21% 58
2014
Q4
$529K Sell
4,652
-450
-9% -$51.2K 0.21% 61
2014
Q3
$593K Hold
5,102
0.24% 59
2014
Q2
$653K Hold
5,102
0.27% 55
2014
Q1
$631K Hold
5,102
0.27% 54
2013
Q4
$593K Hold
5,102
0.27% 50
2013
Q3
$654K Sell
5,102
-790
-13% -$101K 0.34% 45
2013
Q2
$701K Buy
+5,892
New +$701K 0.44% 37