SFWA
Summit Financial Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.23M | Buy |
4,262
+148
| +4% | +$42.6K | 0.24% | 49 |
|
|
2024
Q4 | $1.07M | Sell |
4,114
-45
| -1% | -$11.7K | 0.21% | 58 |
|
|
2024
Q3 | $1.01M | Buy |
4,159
+213
| +5% | +$51.8K | 0.19% | 59 |
|
|
2024
Q2 | $848K | Buy |
3,946
+667
| +20% | +$143K | 0.17% | 61 |
|
|
2024
Q1 | $675K | Buy |
3,279
+90
| +3% | +$18.5K | 0.14% | 70 |
|
|
2023
Q4 | $610K | Buy |
3,189
+5
| +0.2% | +$956 | 0.14% | 70 |
|
|
2023
Q3 | $581K | Buy |
3,184
+10
| +0.3% | +$1.83K | 0.14% | 68 |
|
|
2023
Q2 | $566K | Sell |
3,174
-481
| -13% | -$85.7K | 0.13% | 71 |
|
|
2023
Q1 | $670K | Hold |
3,655
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $620K | Hold |
3,655
| – | – | 0.15% | 74 |
|
|
2022
Q3 | $566K | Sell |
3,655
-130
| -3% | -$20.1K | 0.16% | 65 |
|
|
2022
Q2 | $606K | Buy |
3,785
+110
| +3% | +$17.6K | 0.14% | 69 |
|
|
2022
Q1 | $664K | Sell |
3,675
-191
| -5% | -$34.5K | 0.13% | 67 |
|
|
2021
Q4 | $656K | Sell |
3,866
-814
| -17% | -$138K | 0.13% | 77 |
|
|
2021
Q3 | $769K | Buy |
4,680
+175
| +4% | +$28.8K | 0.17% | 60 |
|
|
2021
Q2 | $746K | Buy |
4,505
+978
| +28% | +$162K | 0.17% | 59 |
|
|
2021
Q1 | $629K | Buy |
3,527
+880
| +33% | +$157K | 0.16% | 60 |
|
|
2020
Q4 | $469K | Sell |
2,647
-880
| -25% | -$156K | 0.13% | 69 |
|
|
2020
Q3 | $627K | Buy |
3,527
+1,505
| +74% | +$268K | 0.17% | 60 |
|
|
2020
Q2 | $344K | Sell |
2,022
-1,377
| -41% | -$234K | 0.09% | 91 |
|
|
2020
Q1 | $533K | Sell |
3,399
-1,160
| -25% | -$182K | 0.17% | 67 |
|
|
2019
Q4 | $679K | Hold |
4,559
| – | – | 0.17% | 73 |
|
|
2019
Q3 | $638K | Buy |
4,559
+1,810
| +66% | +$253K | 0.16% | 82 |
|
|
2019
Q2 | $366K | Buy |
2,749
+735
| +36% | +$97.9K | 0.09% | 112 |
|
|
2019
Q1 | $245K | Hold |
2,014
| – | – | 0.06% | 119 |
|
|
2018
Q4 | $244K | Sell |
2,014
-36
| -2% | -$4.36K | 0.08% | 109 |
|
|
2018
Q3 | $237K | Sell |
2,050
-196
| -9% | -$22.7K | 0.07% | 125 |
|
|
2018
Q2 | $283K | Hold |
2,246
| – | – | 0.09% | 109 |
|
|
2018
Q1 | $283K | Buy |
2,246
+75
| +3% | +$9.45K | 0.09% | 113 |
|
|
2017
Q4 | $268K | Sell |
2,171
-75
| -3% | -$9.26K | 0.09% | 109 |
|
|
2017
Q3 | $273K | Sell |
2,246
-446
| -17% | -$54.2K | 0.1% | 112 |
|
|
2017
Q2 | $318K | Hold |
2,692
| – | – | 0.13% | 111 |
|
|
2017
Q1 | $320K | Hold |
2,692
| – | – | 0.14% | 113 |
|
|
2016
Q4 | $295K | Sell |
2,692
-135
| -5% | -$14.8K | 0.13% | 113 |
|
|
2016
Q3 | $355K | Buy |
2,827
+10
| +0.4% | +$1.26K | 0.15% | 106 |
|
|
2016
Q2 | $356K | Buy |
+2,817
| New | +$356K | 0.15% | 103 |
|
|
2015
Q4 | – | Sell |
-1,136
| Closed | -$121K | – | 154 |
|
|
2015
Q3 | $121K | Buy |
1,136
+186
| +20% | +$19.8K | 0.08% | 93 |
|
|
2015
Q2 | $106K | Hold |
950
| – | – | 0.07% | 102 |
|
|
2015
Q1 | $111K | Hold |
950
| – | – | 0.08% | 86 |
|
|
2014
Q4 | $108K | Buy |
+950
| New | +$108K | 0.08% | 87 |
|