Alterna Wealth Management’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 | $1.26M | Buy |
4,132
+2,780
| +206% | +$847K | 1.01% | 27 |
|
2025
Q1 | $390K | Buy |
1,352
+431
| +47% | +$124K | 0.3% | 62 |
|
2024
Q4 | $223K | Buy |
+921
| New | +$223K | 0.19% | 88 |
|
2024
Q3 | – | Sell |
-1,891
| Closed | -$407K | – | 104 |
|
2024
Q2 | $407K | Buy |
1,891
+129
| +7% | +$27.7K | 0.36% | 68 |
|
2024
Q1 | $362K | Hold |
1,762
| – | – | 0.29% | 61 |
|
2023
Q4 | $337K | Sell |
1,762
-17
| -1% | -$3.25K | 0.41% | 56 |
|
2023
Q3 | $305K | Sell |
1,779
-134
| -7% | -$23K | 0.39% | 60 |
|
2023
Q2 | $341K | Sell |
1,913
-971
| -34% | -$173K | 0.4% | 53 |
|
2023
Q1 | $528K | Sell |
2,884
-217
| -7% | -$39.8K | 0.66% | 39 |
|
2022
Q4 | $526K | Buy |
3,101
+101
| +3% | +$17.1K | 0.59% | 39 |
|
2022
Q3 | $464K | Hold |
3,000
| – | – | 0.55% | 39 |
|
2022
Q2 | $505K | Buy |
3,000
+17
| +0.6% | +$2.86K | 0.51% | 41 |
|
2022
Q1 | $539K | Buy |
2,983
+1,746
| +141% | +$315K | 0.45% | 46 |
|
2021
Q4 | $211K | Buy |
+1,237
| New | +$211K | 0.18% | 97 |
|
2020
Q4 | $813K | Buy |
4,557
+458
| +11% | +$81.7K | 1.03% | 32 |
|
2020
Q3 | $726K | Buy |
4,099
+1,057
| +35% | +$187K | 1.05% | 28 |
|
2020
Q2 | $509K | Hold |
3,042
| – | – | 0.61% | 37 |
|
2020
Q1 | $450K | Hold |
3,042
| – | – | 0.65% | 36 |
|
2019
Q4 | $435K | Buy |
3,042
+140
| +5% | +$20K | 0.48% | 47 |
|
2019
Q3 | $403K | Sell |
2,902
-289
| -9% | -$40.1K | 0.48% | 46 |
|
2019
Q2 | $425K | Buy |
3,191
+325
| +11% | +$43.3K | 0.51% | 50 |
|
2019
Q1 | $350K | Buy |
2,866
+500
| +21% | +$61.1K | 0.3% | 71 |
|
2018
Q4 | $287K | Buy |
+2,366
| New | +$287K | 0.05% | 265 |
|