UWM
USAdvisors Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $455K | Sell |
1,494
-8,231
| -85% | -$2.51M | 0.17% | 85 |
|
2025
Q1 | $2.8M | Buy |
9,725
+1,369
| +16% | +$394K | 0.98% | 30 |
|
2024
Q4 | $2.02M | Sell |
8,356
-457
| -5% | -$111K | 0.66% | 41 |
|
2024
Q3 | $2.16M | Sell |
8,813
-313
| -3% | -$76.7K | 0.76% | 38 |
|
2024
Q2 | $1.96M | Sell |
9,126
-569
| -6% | -$122K | 0.69% | 41 |
|
2024
Q1 | $1.97M | Sell |
9,695
-304
| -3% | -$61.7K | 0.74% | 42 |
|
2023
Q4 | $1.91M | Sell |
9,999
-781
| -7% | -$149K | 0.79% | 39 |
|
2023
Q3 | $1.85M | Buy |
10,780
+1,471
| +16% | +$252K | 0.82% | 35 |
|
2023
Q2 | $1.66M | Sell |
9,309
-2,884
| -24% | -$515K | 0.79% | 37 |
|
2023
Q1 | $2.23M | Sell |
12,193
-774
| -6% | -$142K | 1.06% | 33 |
|
2022
Q4 | $2.2M | Sell |
12,967
-8,800
| -40% | -$1.49M | 1.06% | 32 |
|
2022
Q3 | $3.37M | Buy |
21,767
+587
| +3% | +$90.8K | 1.72% | 21 |
|
2022
Q2 | $3.57M | Buy |
21,180
+4,241
| +25% | +$714K | 1.79% | 21 |
|
2022
Q1 | $3.06M | Sell |
16,939
-2,154
| -11% | -$389K | 1.31% | 25 |
|
2021
Q4 | $3.26M | Buy |
19,093
+125
| +0.7% | +$21.4K | 1.33% | 24 |
|
2021
Q3 | $3.12M | Buy |
18,968
+3,257
| +21% | +$535K | 1.35% | 23 |
|
2021
Q2 | $2.6M | Sell |
15,711
-3,373
| -18% | -$559K | 1.41% | 23 |
|
2021
Q1 | $3.05M | Sell |
19,084
-1,607
| -8% | -$257K | 1.48% | 22 |
|
2020
Q4 | $3.67M | Sell |
20,691
-2,529
| -11% | -$448K | 1.76% | 17 |
|
2020
Q3 | $3.99K | Buy |
23,220
+1,284
| +6% | +$220 | 0.62% | 18 |
|
2020
Q2 | $3.67M | Buy |
+21,936
| New | +$3.67M | 1.95% | 18 |
|