PWA
PCG Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
35,053
-6,429
| -15% | -$1.96M | 5.47% | 5 |
|
|
2025
Q1 | $12M | Buy |
41,482
+2,588
| +7% | +$746K | 4.17% | 4 |
|
|
2024
Q4 | $9.42M | Buy |
38,894
+3,670
| +10% | +$889K | 3.48% | 6 |
|
|
2024
Q3 | $8.56M | Buy |
35,224
+2,835
| +9% | +$689K | 3.3% | 6 |
|
|
2024
Q2 | $6.96M | Sell |
32,389
-6,725
| -17% | -$1.45M | 3.03% | 6 |
|
|
2024
Q1 | $8.05M | Sell |
39,114
-2,210
| -5% | -$455K | 3.83% | 5 |
|
|
2023
Q4 | $7.9M | Buy |
41,324
+1,145
| +3% | +$219K | 4.41% | 4 |
|
|
2023
Q3 | $6.89M | Buy |
40,179
+24,932
| +164% | +$4.27M | 4.52% | 5 |
|
|
2023
Q2 | $2.72M | Buy |
15,247
+2,412
| +19% | +$430K | 1.69% | 18 |
|
|
2023
Q1 | $2.35M | Buy |
12,835
+6,265
| +95% | +$1.15M | 1.49% | 18 |
|
|
2022
Q4 | $1.11M | Sell |
6,570
-7,488
| -53% | -$1.27M | 0.71% | 35 |
|
|
2022
Q3 | $2.22M | Buy |
14,058
+6,918
| +97% | +$1.09M | 0.79% | 33 |
|
|
2022
Q2 | $1.2M | Buy |
7,140
+501
| +8% | +$84.4K | 0.86% | 25 |
|
|
2022
Q1 | $1.2M | Buy |
6,639
+599
| +10% | +$108K | 0.76% | 33 |
|
|
2021
Q4 | $1.07M | Buy |
+6,040
| New | +$1.07M | 0.74% | 31 |
|