Wells Financial 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
Q3 | $4.55M | Sell |
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|
2025
Q2 | $3.97M | Sell |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $3.23M | Sell |
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|
2024
Q3 | $3.34M | Sell |
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|
2024
Q2 | $6.17M | Sell |
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|
2024
Q1 | $6.6M | Buy |
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|
2023
Q4 | $6.05M | Buy |
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|
2023
Q3 | $5.19M | Sell |
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|
2023
Q2 | $5.4M | Buy |
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|
2023
Q1 | $3.77M | Buy |
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|
2022
Q4 | $3.49M | Sell |
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|
2022
Q3 | $6.96M | Sell |
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|
2022
Q2 | $7.78M | Buy |
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|
2022
Q1 | $7.74M | Buy |
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|
2021
Q4 | $7.19M | Sell |
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|
2021
Q3 | $7M | Buy |
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|
2021
Q2 | $7.01M | Sell |
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|
2021
Q1 | $6.8M | Buy |
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|
2020
Q4 | $7.51M | Buy |
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