NFA
Northwest Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,407
-1,383
| -29% | -$422K | 1.45% | 19 |
|
|
2025
Q1 | $1.38M | Hold |
4,790
| – | – | 1.14% | 22 |
|
|
2024
Q4 | $1.16M | Buy |
4,790
+1,378
| +40% | +$334K | 0.96% | 26 |
|
|
2024
Q3 | $829K | Buy |
3,412
+558
| +20% | +$136K | 0.66% | 35 |
|
|
2024
Q2 | $614K | Sell |
2,854
-68
| -2% | -$14.6K | 0.62% | 42 |
|
|
2024
Q1 | $601K | Buy |
2,922
+70
| +2% | +$14.4K | 0.66% | 40 |
|
|
2023
Q4 | $545K | Buy |
+2,852
| New | +$545K | 0.46% | 40 |
|