Avantax Planning Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $870K | Buy |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $996K | Sell |
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|
2022
Q4 | $960K | Buy |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $478K | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $517K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $256K | Sell |
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|
2017
Q3 | $395K | Buy |
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|
2017
Q2 | $285K | Sell |
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|
2017
Q1 | $293K | Sell |
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|
2016
Q4 | $285K | Buy |
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