San Luis 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
$1.99M Buy
6,540
+155
+2% +$47.3K 0.43% 47
2025
Q1
$1.84M Hold
6,385
0.42% 47
2024
Q4
$1.55M Hold
6,385
0.29% 44
2024
Q3
$1.55M Hold
6,385
0.32% 42
2024
Q2
$1.37M Hold
6,385
0.33% 44
2024
Q1
$1.31M Hold
6,385
0.69% 22
2023
Q4
$1.22M Sell
6,385
-7
-0.1% -$1.34K 0.52% 23
2023
Q3
$1.1M Sell
6,392
-30
-0.5% -$5.14K 0.53% 24
2023
Q2
$1.15M Sell
6,422
-5
-0.1% -$891 0.4% 66
2023
Q1
$1.18M Sell
6,427
-2,002
-24% -$367K 0.45% 61
2022
Q4
$1.43M Sell
8,429
-3,748
-31% -$636K 1.33% 23
2022
Q3
$1.88M Sell
12,177
-4,076
-25% -$630K 1.97% 12
2022
Q2
$2.74M Buy
16,253
+5,231
+47% +$881K 3.15% 9
2022
Q1
$1.88M Hold
11,022
0.92% 24
2021
Q4
$1.88M Buy
11,022
+1,820
+20% +$311K 1.92% 13
2021
Q3
$1.51M Buy
+9,202
New +$1.51M 0.84% 32
2020
Q4
$3.45M Buy
+19,341
New +$3.45M 2.23% 9