Baron Financial Group’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 | $6.32M | Sell |
20,731
-1,642
| -7% | -$501K | 3.71% | 6 |
|
|
2025
Q1 | $6.45M | Sell |
22,373
-362
| -2% | -$104K | 4.06% | 5 |
|
|
2024
Q4 | $5.5M | Sell |
22,735
-362
| -2% | -$87.7K | 3.41% | 7 |
|
|
2024
Q3 | $5.61M | Sell |
23,097
-813
| -3% | -$198K | 3.43% | 9 |
|
|
2024
Q2 | $5.14M | Sell |
23,910
-1,180
| -5% | -$254K | 3.27% | 8 |
|
|
2024
Q1 | $5.16M | Buy |
25,090
+160
| +0.6% | +$32.9K | 3.19% | 9 |
|
|
2023
Q4 | $4.77M | Sell |
24,930
-410
| -2% | -$78.4K | 3.04% | 9 |
|
|
2023
Q3 | $4.34M | Buy |
25,340
+65
| +0.3% | +$11.1K | 2.82% | 10 |
|
|
2023
Q2 | $4.51M | Sell |
25,275
-725
| -3% | -$129K | 2.78% | 11 |
|
|
2023
Q1 | $4.76M | Sell |
26,000
-705
| -3% | -$129K | 3.02% | 10 |
|
|
2022
Q4 | $4.53M | Sell |
26,705
-1,250
| -4% | -$212K | 3% | 9 |
|
|
2022
Q3 | $4.32M | Sell |
27,955
-405
| -1% | -$62.6K | 2.91% | 10 |
|
|
2022
Q2 | $4.78M | Sell |
28,360
-1,075
| -4% | -$181K | 3.16% | 10 |
|
|
2022
Q1 | $5.32M | Sell |
29,435
-440
| -1% | -$79.5K | 3.09% | 10 |
|
|
2021
Q4 | $5.11M | Buy |
29,875
+820
| +3% | +$140K | 2.89% | 11 |
|
|
2021
Q3 | $4.77M | Buy |
29,055
+964
| +3% | +$158K | 2.9% | 10 |
|
|
2021
Q2 | $4.65M | Buy |
28,091
+975
| +4% | +$161K | 2.89% | 12 |
|
|
2021
Q1 | $4.34M | Buy |
27,116
+2,570
| +10% | +$411K | 2.99% | 10 |
|
|
2020
Q4 | $4.38M | Buy |
24,546
+745
| +3% | +$133K | 3.5% | 8 |
|
|
2020
Q3 | $4.22M | Buy |
+23,801
| New | +$4.22M | 3.96% | 6 |
|