Sound View Wealth Advisors Group’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
Q2 | $4.88M | Buy |
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|
2025
Q1 | $4.33M | Buy |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $609K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $558K | Buy |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $602K | Hold |
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|
2021
Q1 | $582K | Buy |
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|
2020
Q4 | $520K | Sell |
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|
2020
Q3 | $523K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $387K | Hold |
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|
2019
Q4 | $374K | Sell |
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|
2019
Q3 | $509K | Buy |
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|
2019
Q2 | $330K | Buy |
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