WAS
Wealth Advisory Solutions’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Sell |
11,808
-2,697
| -19% | -$822K | 0.91% | 36 |
|
2025
Q1 | $4.18M | Buy |
14,505
+4
| +0% | +$1.15K | 1.11% | 23 |
|
2024
Q4 | $3.51M | Sell |
14,501
-908
| -6% | -$220K | 0.98% | 27 |
|
2024
Q3 | $3.75M | Buy |
15,409
+92
| +0.6% | +$22.4K | 1.03% | 27 |
|
2024
Q2 | $3.29M | Buy |
15,317
+55
| +0.4% | +$11.8K | 0.89% | 34 |
|
2024
Q1 | $3.14M | Buy |
+15,262
| New | +$3.14M | 0.81% | 36 |
|
2023
Q4 | – | Sell |
-15,076
| Closed | -$2.58M | – | 88 |
|
2023
Q3 | $2.58M | Sell |
15,076
-336
| -2% | -$57.6K | 0.51% | 43 |
|
2023
Q2 | $2.75M | Buy |
15,412
+104
| +0.7% | +$18.5K | 0.73% | 42 |
|
2023
Q1 | $2.8M | Sell |
15,308
-31
| -0.2% | -$5.68K | 0.75% | 40 |
|
2022
Q4 | $2.6M | Sell |
15,339
-73
| -0.5% | -$12.4K | 0.7% | 41 |
|
2022
Q3 | $2.38M | Buy |
15,412
+310
| +2% | +$48K | 0.66% | 47 |
|
2022
Q2 | $2.54M | Buy |
15,102
+520
| +4% | +$87.6K | 0.63% | 53 |
|
2022
Q1 | $2.63M | Buy |
+14,582
| New | +$2.63M | 0.55% | 53 |
|
2021
Q3 | $1.41M | Buy |
8,589
+1,533
| +22% | +$252K | 0.31% | 73 |
|
2021
Q2 | $1.17M | Buy |
+7,056
| New | +$1.17M | 0.28% | 84 |
|
2021
Q1 | – | Sell |
-4,956
| Closed | -$883K | – | 162 |
|
2020
Q4 | $883K | Buy |
4,956
+2,849
| +135% | +$508K | 0.24% | 70 |
|
2020
Q3 | $372K | Buy |
2,107
+498
| +31% | +$87.9K | 0.1% | 126 |
|
2020
Q2 | $269K | Buy |
1,609
+204
| +15% | +$34.1K | 0.07% | 151 |
|
2020
Q1 | $208K | Sell |
1,405
-628
| -31% | -$93K | 0.07% | 147 |
|
2019
Q4 | $290K | Buy |
+2,033
| New | +$290K | 0.08% | 150 |
|