Octavia 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 | $1.04M | Buy |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $665K | Sell |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $652K | Buy |
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|
2023
Q1 | $659K | Hold |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $351K | Buy |
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