Baron Silver Stevens Financial Advisors’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 | $585K | Buy |
1,919
+10
| +0.5% | +$3.05K | 0.09% | 73 |
|
|
2025
Q1 | $550K | Buy |
1,909
+59
| +3% | +$17K | 0.1% | 68 |
|
|
2024
Q4 | $448K | Buy |
1,850
+415
| +29% | +$100K | 0.08% | 75 |
|
|
2024
Q3 | $349K | Hold |
1,435
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $309K | Hold |
1,435
| – | – | 0.06% | 88 |
|
|
2024
Q1 | $295K | Hold |
1,435
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $274K | Hold |
1,435
| – | – | 0.06% | 92 |
|
|
2023
Q3 | $246K | Hold |
1,435
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $256K | Hold |
1,435
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $263K | Hold |
1,435
| – | – | 0.07% | 87 |
|
|
2022
Q4 | $243K | Buy |
+1,435
| New | +$243K | 0.06% | 82 |
|
|
2022
Q3 | – | Sell |
-1,580
| Closed | -$266K | – | 118 |
|
|
2022
Q2 | $266K | Sell |
1,580
-4
| -0.3% | -$673 | 0.07% | 82 |
|
|
2022
Q1 | $286K | Buy |
+1,584
| New | +$286K | 0.07% | 72 |
|
|
2021
Q1 | – | Sell |
-617
| Closed | -$110K | – | 207 |
|
|
2020
Q4 | $110K | Buy |
+617
| New | +$110K | 0.04% | 91 |
|