Aspiriant LLC’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
$807K Sell
2,649
-1,377
-34% -$420K 0.03% 162
2025
Q1
$1.16M Hold
4,026
0.04% 133
2024
Q4
$975K Buy
4,026
+1,005
+33% +$243K 0.04% 145
2024
Q3
$734K Buy
3,021
+241
+9% +$58.6K 0.03% 165
2024
Q2
$598K Sell
2,780
-405
-13% -$87.1K 0.02% 176
2024
Q1
$655K Hold
3,185
0.03% 169
2023
Q4
$609K Hold
3,185
0.03% 175
2023
Q3
$546K Hold
3,185
0.03% 169
2023
Q2
$568K Sell
3,185
-732
-19% -$130K 0.03% 169
2023
Q1
$718K Buy
3,917
+674
+21% +$123K 0.04% 150
2022
Q4
$550K Sell
3,243
-311
-9% -$52.8K 0.03% 169
2022
Q3
$548K Buy
3,554
+255
+8% +$39.3K 0.03% 162
2022
Q2
$556K Sell
3,299
-48
-1% -$8.09K 0.03% 159
2022
Q1
$605K Hold
3,347
0.03% 164
2021
Q4
$572K Hold
3,347
0.03% 168
2021
Q3
$549K Hold
3,347
0.03% 155
2021
Q2
$554K Buy
3,347
+125
+4% +$20.7K 0.03% 149
2021
Q1
$516K Buy
3,222
+297
+10% +$47.6K 0.03% 144
2020
Q4
$521K Sell
2,925
-1,345
-31% -$240K 0.04% 143
2020
Q3
$756K Buy
4,270
+1,641
+62% +$291K 0.06% 122
2020
Q2
$439K Hold
2,629
0.04% 137
2020
Q1
$390K Buy
2,629
+25
+1% +$3.71K 0.04% 140
2019
Q4
$371K Hold
2,604
0.03% 155
2019
Q3
$361K Sell
2,604
-4,059
-61% -$563K 0.03% 167
2019
Q2
$888K Buy
6,663
+3,759
+129% +$501K 0.07% 119
2019
Q1
$355K Sell
2,904
-74
-2% -$9.05K 0.03% 168
2018
Q4
$362K Buy
+2,978
New +$362K 0.03% 168
2018
Q3
Sell
-3,871
Closed -$459K 247
2018
Q2
$459K Sell
3,871
-920
-19% -$109K 0.04% 166
2018
Q1
$603K Buy
+4,791
New +$603K 0.05% 141
2017
Q4
Sell
-4,843
Closed -$589K 116
2017
Q3
$589K Sell
4,843
-1,020
-17% -$124K 0.05% 132
2017
Q2
$692K Sell
5,863
-2,230
-28% -$263K 0.06% 130
2017
Q1
$961K Buy
8,093
+2,594
+47% +$308K 0.08% 119
2016
Q4
$603K Buy
5,499
+857
+18% +$94K 0.05% 130
2016
Q3
$583K Sell
4,642
-53,929
-92% -$6.77M 0.06% 130
2016
Q2
$6.65M Buy
58,571
+54,003
+1,182% +$6.13M 0.63% 24
2016
Q1
$537K Hold
4,568
0.05% 131
2015
Q4
$463K Sell
4,568
-90
-2% -$9.12K 0.05% 60
2015
Q3
$498K Sell
4,658
-1,150
-20% -$123K 0.04% 69
2015
Q2
$653K Buy
5,808
+2,540
+78% +$286K 0.06% 61
2015
Q1
$371K Sell
3,268
-450
-12% -$51.1K 0.05% 67
2014
Q4
$422K Buy
3,718
+457
+14% +$51.9K 0.06% 64
2014
Q3
$379K Buy
+3,261
New +$379K 0.05% 68