Waverly Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $985K | Buy |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $351K | Sell |
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|
2019
Q3 | $336K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $31K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $47K | Hold |
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|
2015
Q2 | $49K | Buy |
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|
2015
Q1 | $44K | Hold |
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|
2014
Q4 | $44K | Hold |
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|
2014
Q3 | $45K | Hold |
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|
2014
Q2 | $50K | Hold |
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|
2014
Q1 | $48K | Sell |
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|
2013
Q4 | $238K | Buy |
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|
2013
Q3 | $174K | Buy |
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