Badgley Phelps Wealth Managers’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 | $889K | Sell |
2,915
-59
| -2% | -$18K | 0.02% | 184 |
|
|
2025
Q1 | $857K | Buy |
2,974
+59
| +2% | +$17K | 0.02% | 181 |
|
|
2024
Q4 | $706K | Buy |
2,915
+470
| +19% | +$114K | 0.02% | 195 |
|
|
2024
Q3 | $594K | Buy |
2,445
+42
| +2% | +$10.2K | 0.01% | 197 |
|
|
2024
Q2 | $517K | Buy |
2,403
+1,264
| +111% | +$272K | 0.01% | 195 |
|
|
2024
Q1 | $234K | Buy |
+1,139
| New | +$234K | 0.01% | 234 |
|
|
2023
Q3 | – | Sell |
-4,676
| Closed | -$834K | – | 235 |
|
|
2023
Q2 | $834K | Buy |
4,676
+2,778
| +146% | +$495K | 0.03% | 159 |
|
|
2023
Q1 | $348K | Buy |
+1,898
| New | +$348K | 0.01% | 171 |
|
|
2022
Q4 | – | Sell |
-1,473
| Closed | -$228K | – | 216 |
|
|
2022
Q3 | $228K | Buy |
1,473
+250
| +20% | +$38.7K | 0.01% | 179 |
|
|
2022
Q2 | $206K | Sell |
1,223
-2,115
| -63% | -$356K | 0.01% | 194 |
|
|
2022
Q1 | $603K | Buy |
+3,338
| New | +$603K | 0.02% | 147 |
|