SWA
Strategies 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 | $1.34M | Sell |
4,383
-269
| -6% | -$82K | 0.15% | 46 |
|
|
2025
Q1 | $1.34M | Sell |
4,652
-4,265
| -48% | -$1.23M | 0.16% | 45 |
|
|
2024
Q4 | $2.39M | Sell |
8,917
-4,678
| -34% | -$1.26M | 0.3% | 32 |
|
|
2024
Q3 | $3.3M | Sell |
13,595
-6,725
| -33% | -$1.63M | 0.44% | 26 |
|
|
2024
Q2 | $4.37M | Sell |
20,320
-10,308
| -34% | -$2.22M | 0.64% | 21 |
|
|
2024
Q1 | $6.3M | Sell |
30,628
-16,367
| -35% | -$3.37M | 0.97% | 16 |
|
|
2023
Q4 | $8.98M | Sell |
46,995
-6,971
| -13% | -$1.33M | 1.53% | 14 |
|
|
2023
Q3 | $9.25M | Sell |
53,966
-363
| -0.7% | -$62.2K | 1.82% | 15 |
|
|
2023
Q2 | $9.69M | Buy |
54,329
+308
| +0.6% | +$54.9K | 1.98% | 14 |
|
|
2023
Q1 | $9.9M | Buy |
54,021
+3,079
| +6% | +$564K | 2.18% | 13 |
|
|
2022
Q4 | $8.64M | Buy |
+50,942
| New | +$8.64M | 2.13% | 14 |
|
|
2022
Q2 | $7.75M | Sell |
45,983
-134
| -0.3% | -$22.6K | 2.22% | 10 |
|
|
2022
Q1 | $8.33M | Buy |
46,117
+1,241
| +3% | +$224K | 2.23% | 10 |
|
|
2021
Q4 | $7.67M | Buy |
+44,876
| New | +$7.67M | 2.15% | 12 |
|