Aprio 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 | $1.8M | Sell |
5,910
-216
| -4% | -$65.8K | 0.2% | 73 |
|
|
2025
Q1 | $1.77M | Sell |
6,126
-84
| -1% | -$24.2K | 0.22% | 74 |
|
|
2024
Q4 | $1.5M | Buy |
6,210
+206
| +3% | +$49.9K | 0.22% | 66 |
|
|
2024
Q3 | $1.46M | Sell |
6,004
-25
| -0.4% | -$6.08K | 0.23% | 60 |
|
|
2024
Q2 | $1.3M | Sell |
6,029
-204
| -3% | -$43.9K | 0.24% | 58 |
|
|
2024
Q1 | $1.28M | Buy |
+6,233
| New | +$1.28M | 0.25% | 50 |
|
|
2022
Q3 | – | Sell |
-1,908
| Closed | -$321K | – | 117 |
|
|
2022
Q2 | $321K | Sell |
1,908
-21,084
| -92% | -$3.55M | 0.13% | 65 |
|
|
2022
Q1 | $4.15M | Buy |
22,992
+14,969
| +187% | +$2.7M | 1.58% | 17 |
|
|
2021
Q4 | $1.37M | Sell |
8,023
-2,303
| -22% | -$394K | 0.57% | 31 |
|
|
2021
Q3 | $1.7M | Sell |
10,326
-395
| -4% | -$64.9K | 0.77% | 28 |
|
|
2021
Q2 | $1.78M | Buy |
+10,721
| New | +$1.78M | 0.84% | 25 |
|
|
2020
Q4 | $2.39M | Buy |
13,414
+110
| +0.8% | +$19.6K | 1.58% | 14 |
|
|
2020
Q3 | $2.36M | Sell |
13,304
-484
| -4% | -$85.7K | 1.67% | 14 |
|
|
2020
Q2 | $2.31M | Sell |
13,788
-2,570
| -16% | -$430K | 2.23% | 11 |
|
|
2020
Q1 | $2.42M | Buy |
+16,358
| New | +$2.42M | 3.07% | 6 |
|