SWA
Sax Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,497
+293
| +9% | +$89.3K | 0.06% | 170 |
|
|
2025
Q1 | $923K | Buy |
3,204
+2,018
| +170% | +$581K | 0.07% | 149 |
|
|
2024
Q4 | $287K | Hold |
1,186
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $288K | Buy |
1,186
+59
| +5% | +$14.3K | 0.03% | 223 |
|
|
2024
Q2 | $242K | Buy |
+1,127
| New | +$242K | 0.02% | 238 |
|
|
2024
Q1 | – | Sell |
-1,639
| Closed | -$313K | – | 209 |
|
|
2023
Q4 | $313K | Sell |
1,639
-19
| -1% | -$3.63K | 0.05% | 143 |
|
|
2023
Q3 | $284K | Hold |
1,658
| – | – | 0.06% | 141 |
|
|
2023
Q2 | $296K | Hold |
1,658
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $304K | Sell |
1,658
-329
| -17% | -$60.3K | 0.07% | 138 |
|
|
2022
Q4 | $337K | Buy |
1,987
+100
| +5% | +$17K | 0.08% | 127 |
|
|
2022
Q3 | $292K | Sell |
1,887
-311
| -14% | -$48.1K | 0.08% | 131 |
|
|
2022
Q2 | $370K | Buy |
2,198
+346
| +19% | +$58.2K | 0.09% | 121 |
|
|
2022
Q1 | $335K | Buy |
1,852
+190
| +11% | +$34.4K | 0.08% | 133 |
|
|
2021
Q4 | $284K | Hold |
1,662
| – | – | 0.06% | 146 |
|
|
2021
Q3 | $273K | Sell |
1,662
-2,140
| -56% | -$352K | 0.06% | 138 |
|
|
2021
Q2 | $630K | Buy |
3,802
+2,310
| +155% | +$383K | 0.22% | 86 |
|
|
2021
Q1 | $239K | Sell |
1,492
-108
| -7% | -$17.3K | 0.09% | 125 |
|
|
2020
Q4 | $285K | Buy |
+1,600
| New | +$285K | 0.13% | 102 |
|