Sax Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $923K | Buy |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $285K | Buy |
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