Physician 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 | $414K | Hold |
1,358
| – | – | 0.07% | 113 |
|
|
2025
Q1 | $391K | Sell |
1,358
-500
| -27% | -$144K | 0.07% | 110 |
|
|
2024
Q4 | $450K | Buy |
1,858
+169
| +10% | +$40.9K | 0.08% | 103 |
|
|
2024
Q3 | $415K | Buy |
1,689
+275
| +19% | +$67.6K | 0.07% | 104 |
|
|
2024
Q2 | $323K | Hold |
1,414
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $313K | Hold |
1,414
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $265K | Buy |
+1,414
| New | +$265K | 0.06% | 128 |
|
|
2023
Q3 | – | Sell |
-1,330
| Closed | -$237K | – | 150 |
|
|
2023
Q2 | $237K | Hold |
1,330
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $247K | Buy |
1,330
+54
| +4% | +$10K | 0.06% | 132 |
|
|
2022
Q4 | $230K | Sell |
1,276
-9
| -0.7% | -$1.62K | 0.06% | 138 |
|
|
2022
Q3 | $205K | Sell |
1,285
-103
| -7% | -$16.4K | 0.06% | 141 |
|
|
2022
Q2 | $229K | Sell |
1,388
-45
| -3% | -$7.42K | 0.07% | 136 |
|
|
2022
Q1 | $252K | Buy |
1,433
+117
| +9% | +$20.6K | 0.07% | 136 |
|
|
2021
Q4 | $221K | Sell |
1,316
-20
| -1% | -$3.36K | 0.06% | 152 |
|
|
2021
Q3 | $221K | Buy |
+1,336
| New | +$221K | 0.06% | 147 |
|
|
2020
Q3 | – | Sell |
-1,093
| Closed | -$208K | – | 130 |
|
|
2020
Q2 | $208K | Buy |
+1,093
| New | +$208K | 0.08% | 127 |
|