WAOI
Wealth Advisors of Iowa’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
2,504
+1,359
| +119% | +$414K | 0.29% | 39 |
|
|
2025
Q1 | $330K | Buy |
1,145
+75
| +7% | +$21.6K | 0.14% | 53 |
|
|
2024
Q4 | $259K | Buy |
1,070
+40
| +4% | +$9.69K | 0.13% | 53 |
|
|
2024
Q3 | $250K | Hold |
1,030
| – | – | 0.13% | 58 |
|
|
2024
Q2 | $221K | Hold |
1,030
| – | – | 0.12% | 46 |
|
|
2024
Q1 | $212K | Buy |
+1,030
| New | +$212K | 0.13% | 58 |
|
|
2023
Q3 | – | Sell |
-1,535
| Closed | -$274K | – | 61 |
|
|
2023
Q2 | $274K | Buy |
1,535
+35
| +2% | +$6.24K | 0.2% | 49 |
|
|
2023
Q1 | $275K | Hold |
1,500
| – | – | 0.21% | 48 |
|
|
2022
Q4 | $254K | Hold |
1,500
| – | – | 0.21% | 54 |
|
|
2022
Q3 | $232K | Sell |
1,500
-4,500
| -75% | -$696K | 0.22% | 46 |
|
|
2022
Q2 | $1.04M | Buy |
6,000
+4,000
| +200% | +$690K | 0.18% | 41 |
|
|
2022
Q1 | $361K | Hold |
2,000
| – | – | 0.18% | 43 |
|
|
2021
Q4 | $342K | Hold |
2,000
| – | – | 0.19% | 40 |
|
|
2021
Q3 | $328K | Hold |
2,000
| – | – | 0.18% | 39 |
|
|
2021
Q2 | $331K | Buy |
2,000
+184
| +10% | +$30.5K | 0.17% | 38 |
|
|
2021
Q1 | $290K | Sell |
1,816
-47,577
| -96% | -$7.6M | 0.16% | 42 |
|
|
2020
Q4 | $8.81M | Sell |
49,393
-865
| -2% | -$154K | 5.46% | 6 |
|
|
2020
Q3 | $8.9M | Buy |
50,258
+4,060
| +9% | +$719K | 6.11% | 5 |
|
|
2020
Q2 | $7.73M | Buy |
+46,198
| New | +$7.73M | 5.83% | 4 |
|