SAG
SageView Advisory Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,448
-54
| -1% | -$16.5K | 0.05% | 202 |
|
|
2025
Q1 | $1.3M | Sell |
4,502
-388
| -8% | -$112K | 0.06% | 190 |
|
|
2024
Q4 | $1.18M | Buy |
4,890
+742
| +18% | +$180K | 0.05% | 201 |
|
|
2024
Q3 | $1.01M | Sell |
4,148
-140
| -3% | -$34K | 0.05% | 195 |
|
|
2024
Q2 | $922K | Buy |
+4,288
| New | +$922K | 0.04% | 234 |
|
|
2024
Q1 | – | Sell |
-10,583
| Closed | -$2M | – | 610 |
|
|
2023
Q4 | $2M | Buy |
10,583
+2,784
| +36% | +$525K | 0.09% | 142 |
|
|
2023
Q3 | $1.34M | Sell |
7,799
-460
| -6% | -$78.9K | 0.08% | 174 |
|
|
2023
Q2 | $1.47M | Buy |
8,259
+3,782
| +84% | +$674K | 0.08% | 164 |
|
|
2023
Q1 | $820K | Buy |
4,477
+379
| +9% | +$69.4K | 0.05% | 239 |
|
|
2022
Q4 | $695K | Buy |
+4,098
| New | +$695K | 0.06% | 199 |
|