Acorn Financial Advisory Services’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Buy |
+1,167
| New | +$356K | 0.06% | 140 |
|
2025
Q1 | – | Sell |
-833
| Closed | -$202K | – | 200 |
|
2024
Q4 | $202K | Buy |
+833
| New | +$202K | 0.03% | 201 |
|
2021
Q3 | – | Sell |
-2,308
| Closed | -$383K | – | 225 |
|
2021
Q2 | $383K | Buy |
2,308
+14
| +0.6% | +$2.32K | 0.11% | 168 |
|
2021
Q1 | $367K | Sell |
2,294
-61
| -3% | -$9.76K | 0.13% | 146 |
|
2020
Q4 | $421K | Buy |
2,355
+1,018
| +76% | +$182K | 0.17% | 139 |
|
2020
Q3 | $238K | Buy |
1,337
+92
| +7% | +$16.4K | 0.12% | 184 |
|
2020
Q2 | $209K | Sell |
1,245
-5,577
| -82% | -$936K | 0.15% | 181 |
|
2020
Q1 | $1.01M | Buy |
+6,822
| New | +$1.01M | 1% | 23 |
|