Allegheny Financial Group’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 | $1.44M | Buy |
4,734
+3,015
| +175% | +$919K | 0.32% | 60 |
|
|
2025
Q1 | $495K | Buy |
1,719
+16
| +0.9% | +$4.61K | 0.13% | 129 |
|
|
2024
Q4 | $412K | Sell |
1,703
-230
| -12% | -$55.7K | 0.11% | 145 |
|
|
2024
Q3 | $470K | Hold |
1,933
| – | – | 0.12% | 150 |
|
|
2024
Q2 | $416K | Buy |
1,933
+328
| +20% | +$70.5K | 0.12% | 141 |
|
|
2024
Q1 | $330K | Sell |
1,605
-1,120
| -41% | -$230K | 0.1% | 158 |
|
|
2023
Q4 | $521K | Buy |
2,725
+931
| +52% | +$178K | 0.17% | 113 |
|
|
2023
Q3 | $308K | Buy |
1,794
+345
| +24% | +$59.2K | 0.12% | 144 |
|
|
2023
Q2 | $258K | Sell |
1,449
-235
| -14% | -$41.9K | 0.12% | 130 |
|
|
2023
Q1 | $309K | Buy |
1,684
+493
| +41% | +$90.3K | 0.12% | 127 |
|
|
2022
Q4 | $202K | Buy |
+1,191
| New | +$202K | 0.08% | 160 |
|
|
2022
Q3 | – | Sell |
-1,191
| Closed | -$201K | – | 170 |
|
|
2022
Q2 | $201K | Buy |
1,191
+41
| +4% | +$6.92K | 0.09% | 152 |
|
|
2022
Q1 | $208K | Buy |
+1,150
| New | +$208K | 0.09% | 150 |
|
|
2021
Q1 | – | Sell |
-1,588
| Closed | -$283K | – | 102 |
|
|
2020
Q4 | $283K | Buy |
+1,588
| New | +$283K | 0.15% | 98 |
|