SVWAG
Sound View Wealth Advisors Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
16,020
+1,003
| +7% | +$306K | 0.36% | 68 |
|
|
2025
Q1 | $4.33M | Buy |
15,017
+332
| +2% | +$95.7K | 0.36% | 64 |
|
|
2024
Q4 | $3.56M | Buy |
14,685
+2,032
| +16% | +$492K | 0.29% | 76 |
|
|
2024
Q3 | $3.08M | Buy |
12,653
+372
| +3% | +$90.4K | 0.25% | 90 |
|
|
2024
Q2 | $2.64M | Buy |
12,281
+376
| +3% | +$80.8K | 0.27% | 78 |
|
|
2024
Q1 | $2.45M | Sell |
11,905
-161
| -1% | -$33.1K | 0.26% | 92 |
|
|
2023
Q4 | $2.31M | Sell |
12,066
-17
| -0.1% | -$3.25K | 0.25% | 98 |
|
|
2023
Q3 | $2.07M | Buy |
12,083
+452
| +4% | +$77.5K | 0.26% | 90 |
|
|
2023
Q2 | $2.07M | Buy |
11,631
+709
| +6% | +$126K | 0.27% | 87 |
|
|
2023
Q1 | $2M | Sell |
10,922
-1,144
| -9% | -$210K | 0.27% | 87 |
|
|
2022
Q4 | $2.31M | Buy |
12,066
+8,750
| +264% | +$1.67M | 0.25% | 98 |
|
|
2022
Q3 | $513K | Sell |
3,316
-300
| -8% | -$46.4K | 0.12% | 159 |
|
|
2022
Q2 | $609K | Sell |
3,616
-27
| -0.7% | -$4.55K | 0.13% | 148 |
|
|
2022
Q1 | $658K | Buy |
3,643
+377
| +12% | +$68.1K | 0.13% | 149 |
|
|
2021
Q4 | $558K | Buy |
3,266
+208
| +7% | +$35.5K | 0.11% | 170 |
|
|
2021
Q3 | $502K | Sell |
3,058
-579
| -16% | -$95K | 0.1% | 172 |
|
|
2021
Q2 | $602K | Hold |
3,637
| – | – | 0.13% | 153 |
|
|
2021
Q1 | $582K | Buy |
3,637
+720
| +25% | +$115K | 0.14% | 143 |
|
|
2020
Q4 | $520K | Sell |
2,917
-33
| -1% | -$5.88K | 0.13% | 147 |
|
|
2020
Q3 | $523K | Buy |
2,950
+168
| +6% | +$29.8K | 0.14% | 139 |
|
|
2020
Q2 | $466K | Buy |
2,782
+165
| +6% | +$27.6K | 0.13% | 136 |
|
|
2020
Q1 | $387K | Hold |
2,617
| – | – | 0.13% | 141 |
|
|
2019
Q4 | $374K | Sell |
2,617
-1,047
| -29% | -$150K | 0.11% | 166 |
|
|
2019
Q3 | $509K | Buy |
3,664
+1,184
| +48% | +$164K | 0.15% | 138 |
|
|
2019
Q2 | $330K | Buy |
+2,480
| New | +$330K | 0.1% | 180 |
|