APP
Avantax Planning Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
6,547
+151
| +2% | +$46K | 0.06% | 132 |
|
|
2025
Q1 | $1.84M | Sell |
6,396
-562
| -8% | -$162K | 0.07% | 133 |
|
|
2024
Q4 | $1.68M | Buy |
6,958
+277
| +4% | +$67.1K | 0.06% | 136 |
|
|
2024
Q3 | $1.62M | Sell |
6,681
-945
| -12% | -$230K | 0.06% | 137 |
|
|
2024
Q2 | $1.64M | Sell |
7,626
-532
| -7% | -$114K | 0.05% | 158 |
|
|
2024
Q1 | $1.68M | Buy |
8,158
+3,607
| +79% | +$742K | 0.05% | 162 |
|
|
2023
Q4 | $870K | Buy |
4,551
+115
| +3% | +$22K | 0.03% | 181 |
|
|
2023
Q3 | $761K | Sell |
4,436
-123
| -3% | -$21.1K | 0.03% | 186 |
|
|
2023
Q2 | $813K | Sell |
4,559
-875
| -16% | -$156K | 0.03% | 183 |
|
|
2023
Q1 | $996K | Sell |
5,434
-224
| -4% | -$41K | 0.04% | 163 |
|
|
2022
Q4 | $960K | Buy |
5,658
+3,319
| +142% | +$563K | 0.04% | 170 |
|
|
2022
Q3 | $362K | Buy |
2,339
+618
| +36% | +$95.6K | 0.02% | 261 |
|
|
2022
Q2 | $290K | Buy |
1,721
+36
| +2% | +$6.07K | 0.01% | 276 |
|
|
2022
Q1 | $304K | Sell |
1,685
-1,230
| -42% | -$222K | 0.01% | 278 |
|
|
2021
Q4 | $498K | Hold |
2,915
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $479K | Buy |
2,915
+27
| +0.9% | +$4.44K | 0.02% | 206 |
|
|
2021
Q2 | $478K | Buy |
2,888
+100
| +4% | +$16.6K | 0.02% | 201 |
|
|
2021
Q1 | $446K | Buy |
2,788
+208
| +8% | +$33.3K | 0.02% | 202 |
|
|
2020
Q4 | $460K | Buy |
2,580
+656
| +34% | +$117K | 0.02% | 185 |
|
|
2020
Q3 | $341K | Buy |
1,924
+140
| +8% | +$24.8K | 0.02% | 215 |
|
|
2020
Q2 | $299K | Buy |
1,784
+4
| +0.2% | +$670 | 0.02% | 215 |
|
|
2020
Q1 | $264K | Sell |
1,780
-20
| -1% | -$2.97K | 0.02% | 220 |
|
|
2019
Q4 | $257K | Sell |
1,800
-1,922
| -52% | -$274K | 0.02% | 253 |
|
|
2019
Q3 | $517K | Buy |
+3,722
| New | +$517K | 0.03% | 168 |
|
|
2018
Q4 | – | Sell |
-1,153
| Closed | -$130K | – | 632 |
|
|
2018
Q3 | $130K | Buy |
+1,153
| New | +$130K | 0.01% | 293 |
|
|
2018
Q2 | – | Sell |
-2,261
| Closed | -$284K | – | 695 |
|
|
2018
Q1 | $284K | Buy |
2,261
+188
| +9% | +$23.6K | 0.02% | 235 |
|
|
2017
Q4 | $256K | Sell |
2,073
-1,176
| -36% | -$145K | 0.02% | 251 |
|
|
2017
Q3 | $395K | Buy |
3,249
+838
| +35% | +$102K | 0.03% | 240 |
|
|
2017
Q2 | $285K | Sell |
2,411
-61
| -2% | -$7.21K | 0.02% | 264 |
|
|
2017
Q1 | $293K | Sell |
2,472
-128
| -5% | -$15.2K | 0.03% | 242 |
|
|
2016
Q4 | $285K | Buy |
+2,600
| New | +$285K | 0.03% | 233 |
|