Beaird Harris Wealth Management’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 | $896K | Buy |
2,938
+399
| +16% | +$122K | 0.07% | 67 |
|
|
2025
Q1 | $732K | Buy |
2,539
+103
| +4% | +$29.7K | 0.06% | 69 |
|
|
2024
Q4 | $590K | Buy |
2,436
+385
| +19% | +$93.2K | 0.05% | 78 |
|
|
2024
Q3 | $499K | Buy |
2,051
+416
| +25% | +$101K | 0.04% | 90 |
|
|
2024
Q2 | $352K | Buy |
1,635
+437
| +36% | +$94K | 0.03% | 96 |
|
|
2024
Q1 | $246K | Sell |
1,198
-16
| -1% | -$3.29K | 0.02% | 105 |
|
|
2023
Q4 | $232K | Hold |
1,214
| – | – | 0.02% | 103 |
|
|
2023
Q3 | $208K | Sell |
1,214
-9
| -0.7% | -$1.54K | 0.02% | 94 |
|
|
2023
Q2 | $218K | Buy |
1,223
+239
| +24% | +$42.6K | 0.03% | 92 |
|
|
2023
Q1 | $180K | Buy |
984
+85
| +9% | +$15.6K | 0.03% | 89 |
|
|
2022
Q4 | $153K | Buy |
899
+624
| +227% | +$106K | 0.03% | 106 |
|
|
2022
Q3 | $43K | Buy |
275
+110
| +67% | +$17.2K | 0.01% | 169 |
|
|
2022
Q2 | $28K | Buy |
165
+70
| +74% | +$11.9K | 0.01% | 181 |
|
|
2022
Q1 | $17K | Buy |
95
+30
| +46% | +$5.37K | 0.01% | 264 |
|
|
2021
Q4 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 389 |
|