PWAC
Private Wealth Advisors (California)’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
72,140
-914
| -1% | -$279K | 8.07% | 1 |
|
|
2025
Q1 | $21M | Sell |
73,054
-1,171
| -2% | -$337K | 7.61% | 1 |
|
|
2024
Q4 | $18M | Sell |
74,225
-2,516
| -3% | -$609K | 7.05% | 1 |
|
|
2024
Q3 | $18.8M | Sell |
76,741
-867
| -1% | -$213K | 7.22% | 1 |
|
|
2024
Q2 | $16.7M | Sell |
77,608
-2,790
| -3% | -$601K | 6.44% | 1 |
|
|
2024
Q1 | $16.5M | Sell |
80,398
-22,845
| -22% | -$4.7M | 6.73% | 1 |
|
|
2023
Q4 | $19.7M | Sell |
103,243
-1,323
| -1% | -$253K | 7.7% | 1 |
|
|
2023
Q3 | $17.9M | Sell |
104,566
-799
| -0.8% | -$137K | 7.58% | 2 |
|
|
2023
Q2 | $18.8M | Sell |
105,365
-825
| -0.8% | -$147K | 7.67% | 1 |
|
|
2023
Q1 | $19.5M | Sell |
106,190
-3,777
| -3% | -$692K | 8.18% | 1 |
|
|
2022
Q4 | $18.7M | Sell |
109,967
-340
| -0.3% | -$57.7K | 6.28% | 1 |
|
|
2022
Q3 | $17.1M | Sell |
110,307
-377
| -0.3% | -$58.3K | 7.94% | 2 |
|
|
2022
Q2 | $18.4M | Sell |
110,684
-40
| -0% | -$6.65K | 6.8% | 1 |
|
|
2022
Q1 | $20M | Buy |
110,724
+811
| +0.7% | +$147K | 6.38% | 2 |
|
|
2021
Q4 | $18.8M | Sell |
109,913
-8,651
| -7% | -$1.48M | 4.02% | 3 |
|
|
2021
Q3 | $19.8M | Sell |
118,564
-57,638
| -33% | -$9.62M | 4.73% | 3 |
|
|
2021
Q2 | $29.2M | Buy |
176,202
+1,361
| +0.8% | +$225K | 8.95% | 2 |
|
|
2021
Q1 | $28M | Buy |
174,841
+25,176
| +17% | +$4.03M | 9.48% | 2 |
|
|
2020
Q4 | $25.9M | Buy |
149,665
+7,563
| +5% | +$1.31M | 8.96% | 3 |
|
|
2020
Q3 | $25.2M | Sell |
142,102
-4,946
| -3% | -$876K | 13.03% | 1 |
|
|
2020
Q2 | $24.6M | Buy |
147,048
+98,333
| +202% | +$16.5M | 17.14% | 1 |
|
|
2020
Q1 | $7.21M | Buy |
48,715
+17,187
| +55% | +$2.54M | 5.91% | 5 |
|
|
2019
Q4 | $4.51M | Buy |
+31,528
| New | +$4.51M | 2.59% | 13 |
|