Pacific Capital 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
Q1 | – | Sell |
-280
| Closed | -$67.8K | – | 199 |
|
|
2024
Q4 | $67.8K | Sell |
280
-34
| -11% | -$8.23K | 0.01% | 128 |
|
|
2024
Q3 | $76.3K | Hold |
314
| – | – | 0.01% | 126 |
|
|
2024
Q2 | $67.5K | Hold |
314
| – | – | 0.01% | 132 |
|
|
2024
Q1 | $64.6K | Hold |
314
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $60K | Buy |
+314
| New | +$60K | 0.02% | 119 |
|