WCFA
Walkner Condon Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
9,030
-4
| -0% | -$1.22K | 0.51% | 48 |
|
|
2025
Q1 | $2.6M | Sell |
9,034
-988
| -10% | -$285K | 0.53% | 49 |
|
|
2024
Q4 | $2.43M | Sell |
10,022
-543
| -5% | -$131K | 0.49% | 55 |
|
|
2024
Q3 | $2.57M | Buy |
10,565
+652
| +7% | +$158K | 0.52% | 49 |
|
|
2024
Q2 | $2.13M | Sell |
9,913
-97
| -1% | -$20.9K | 0.46% | 54 |
|
|
2024
Q1 | $2.06M | Buy |
10,010
+119
| +1% | +$24.5K | 0.44% | 58 |
|
|
2023
Q4 | $1.89M | Buy |
9,891
+110
| +1% | +$21K | 0.43% | 62 |
|
|
2023
Q3 | $1.68M | Buy |
9,781
+553
| +6% | +$94.8K | 0.44% | 59 |
|
|
2023
Q2 | $1.65M | Sell |
9,228
-7
| -0.1% | -$1.25K | 0.44% | 53 |
|
|
2023
Q1 | $1.69M | Buy |
9,235
+90
| +1% | +$16.5K | 0.47% | 48 |
|
|
2022
Q4 | $1.55M | Sell |
9,145
-100
| -1% | -$17K | 0.46% | 53 |
|
|
2022
Q3 | $1.43M | Buy |
9,245
+76
| +0.8% | +$11.8K | 0.46% | 50 |
|
|
2022
Q2 | $1.55M | Buy |
9,169
+64
| +0.7% | +$10.8K | 0.48% | 49 |
|
|
2022
Q1 | $1.65M | Sell |
9,105
-1,351
| -13% | -$244K | 0.47% | 53 |
|
|
2021
Q4 | $1.79M | Buy |
10,456
+120
| +1% | +$20.5K | 1.16% | 26 |
|
|
2021
Q3 | $1.7M | Buy |
10,336
+898
| +10% | +$148K | 0.84% | 30 |
|
|
2021
Q2 | $1.56M | Buy |
9,438
+304
| +3% | +$50.3K | 0.57% | 40 |
|
|
2021
Q1 | $1.46M | Buy |
9,134
+608
| +7% | +$97.3K | 0.57% | 46 |
|
|
2020
Q4 | $1.52M | Buy |
8,526
+907
| +12% | +$162K | 0.66% | 38 |
|
|
2020
Q3 | $1.35M | Buy |
+7,619
| New | +$1.35M | 0.72% | 36 |
|