Avantax Advisory Services’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
$41.9M Buy
137,441
+4,683
+4% +$1.43M 0.23% 68
2025
Q1
$38.3M Buy
132,758
+14,557
+12% +$4.19M 0.23% 64
2024
Q4
$28.6M Buy
118,201
+17,666
+18% +$4.28M 0.18% 87
2024
Q3
$24.4M Sell
100,535
-6,680
-6% -$1.62M 0.16% 96
2024
Q2
$23.1M Buy
107,215
+301
+0.3% +$64.7K 0.16% 97
2024
Q1
$22M Sell
106,914
-682
-0.6% -$140K 0.2% 83
2023
Q4
$20.6M Buy
107,596
+6,596
+7% +$1.26M 0.2% 78
2023
Q3
$17.3M Buy
101,000
+741
+0.7% +$127K 0.19% 85
2023
Q2
$17.9M Buy
100,259
+5,183
+5% +$924K 0.2% 86
2023
Q1
$17.4M Buy
95,076
+17,062
+22% +$3.13M 0.21% 78
2022
Q4
$13.2M Buy
78,014
+6,717
+9% +$1.14M 0.18% 97
2022
Q3
$11M Buy
71,297
+4,051
+6% +$627K 0.17% 94
2022
Q2
$11.3M Buy
67,246
+3,811
+6% +$642K 0.17% 91
2022
Q1
$11.5M Buy
63,435
+5,616
+10% +$1.02M 0.16% 99
2021
Q4
$9.88M Buy
57,819
+1,708
+3% +$292K 0.15% 112
2021
Q3
$9.18M Buy
56,111
+948
+2% +$155K 0.15% 102
2021
Q2
$9.12M Buy
55,163
+3,670
+7% +$606K 0.17% 97
2021
Q1
$8.25M Sell
51,493
-51,246
-50% -$8.21M 0.18% 98
2020
Q4
$18.3M Sell
102,739
-50,101
-33% -$8.93M 0.44% 39
2020
Q3
$27.1M Buy
152,840
+57,340
+60% +$10.2M 0.43% 35
2020
Q2
$16M Buy
95,500
+4,668
+5% +$783K 0.46% 36
2020
Q1
$13.5M Buy
90,832
+2,654
+3% +$393K 0.4% 37
2019
Q4
$12.6M Buy
88,178
+72,457
+461% +$10.3M 0.29% 52
2019
Q3
$2.18M Buy
15,721
+1,145
+8% +$159K 0.09% 124
2019
Q2
$1.94M Buy
14,576
+565
+4% +$75.3K 0.09% 120
2019
Q1
$1.71M Buy
14,011
+996
+8% +$121K 0.09% 121
2018
Q4
$1.58M Buy
+13,015
New +$1.58M 0.27% 95