Allen Mooney & Barnes Investment Advisors’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
$658K Hold
2,159
0.11% 86
2025
Q1
$622K Hold
2,159
0.1% 90
2024
Q4
$523K Buy
2,159
+64
+3% +$15.5K 0.09% 99
2024
Q3
$509K Hold
2,095
0.09% 100
2024
Q2
$450K Hold
2,095
0.08% 109
2024
Q1
$460K Hold
2,095
0.09% 109
2023
Q4
$401K Hold
2,095
0.08% 113
2023
Q3
$359K Hold
2,095
0.08% 107
2023
Q2
$373K Buy
+2,095
New +$373K 0.08% 103
2022
Q4
Sell
-1,470
Closed -$227K 135
2022
Q3
$227K Hold
1,470
0.06% 123
2022
Q2
$248K Sell
1,470
-202
-12% -$34K 0.06% 122
2022
Q1
$302K Buy
+1,672
New +$302K 0.07% 124