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 |
|