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 |
|