Beaumont 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 | $1.07M | Buy |
3,509
+215
| +7% | +$65.5K | 0.08% | 145 |
|
|
2025
Q1 | $949K | Buy |
3,294
+654
| +25% | +$188K | 0.07% | 155 |
|
|
2024
Q4 | $639K | Buy |
2,640
+440
| +20% | +$107K | 0.05% | 195 |
|
|
2024
Q3 | $535K | Buy |
2,200
+11
| +0.5% | +$2.67K | 0.04% | 203 |
|
|
2024
Q2 | $471K | Buy |
2,189
+142
| +7% | +$30.5K | 0.04% | 216 |
|
|
2024
Q1 | $421K | Sell |
2,047
-148
| -7% | -$30.4K | 0.03% | 225 |
|
|
2023
Q4 | $420K | Buy |
2,195
+150
| +7% | +$28.7K | 0.04% | 217 |
|
|
2023
Q3 | $351K | Sell |
2,045
-1,100
| -35% | -$189K | 0.04% | 224 |
|
|
2023
Q2 | $561K | Buy |
3,145
+1,191
| +61% | +$212K | 0.05% | 177 |
|
|
2023
Q1 | $358K | Hold |
1,954
| – | – | 0.04% | 222 |
|
|
2022
Q4 | $331K | Sell |
1,954
-327
| -14% | -$55.5K | 0.03% | 231 |
|
|
2022
Q3 | $353K | Sell |
2,281
-2,152
| -49% | -$333K | 0.03% | 210 |
|
|
2022
Q2 | $747K | Buy |
4,433
+2,017
| +83% | +$340K | 0.07% | 146 |
|
|
2022
Q1 | $436K | Buy |
2,416
+575
| +31% | +$104K | 0.03% | 229 |
|
|
2021
Q4 | $315K | Sell |
1,841
-500
| -21% | -$85.6K | 0.02% | 269 |
|
|
2021
Q3 | $384K | Sell |
2,341
-200
| -8% | -$32.8K | 0.03% | 240 |
|
|
2021
Q2 | $420K | Buy |
2,541
+200
| +9% | +$33.1K | 0.03% | 242 |
|
|
2021
Q1 | $374K | Sell |
2,341
-123
| -5% | -$19.7K | 0.03% | 238 |
|
|
2020
Q4 | $439K | Sell |
2,464
-430
| -15% | -$76.6K | 0.04% | 216 |
|
|
2020
Q3 | $513K | Buy |
2,894
+1,432
| +98% | +$254K | 0.05% | 191 |
|
|
2020
Q2 | $245K | Hold |
1,462
| – | – | 0.03% | 248 |
|
|
2020
Q1 | $216K | Sell |
1,462
-110
| -7% | -$16.3K | 0.03% | 216 |
|
|
2019
Q4 | $225K | Buy |
+1,572
| New | +$225K | 0.02% | 256 |
|
|
2018
Q4 | – | Sell |
-3,093
| Closed | -$349K | – | 213 |
|
|
2018
Q3 | $349K | Sell |
3,093
-6,094
| -66% | -$688K | 0.03% | 170 |
|
|
2018
Q2 | $1.09M | Buy |
9,187
+237
| +3% | +$28.1K | 0.12% | 89 |
|
|
2018
Q1 | $1.13M | Sell |
8,950
-12
| -0.1% | -$1.51K | 0.13% | 93 |
|
|
2017
Q4 | $1.11M | Sell |
8,962
-1,104
| -11% | -$136K | 0.13% | 97 |
|
|
2017
Q3 | $1.22M | Sell |
10,066
-90
| -0.9% | -$10.9K | 0.15% | 88 |
|
|
2017
Q2 | $1.2M | Sell |
10,156
-944
| -9% | -$111K | 0.16% | 89 |
|
|
2017
Q1 | $1.32M | Sell |
11,100
-210
| -2% | -$24.9K | 0.18% | 90 |
|
|
2016
Q4 | $1.24M | Buy |
11,310
+3,723
| +49% | +$408K | 0.19% | 84 |
|
|
2016
Q3 | $953K | Buy |
7,587
+1,593
| +27% | +$200K | 0.15% | 90 |
|
|
2016
Q2 | $758K | Sell |
5,994
-1,858
| -24% | -$235K | 0.12% | 90 |
|
|
2016
Q1 | $892K | Buy |
7,852
+769
| +11% | +$87.4K | 0.15% | 80 |
|
|
2015
Q4 | $719K | Sell |
7,083
-449
| -6% | -$45.6K | 0.12% | 73 |
|
|
2015
Q3 | $846K | Hold |
7,532
| – | – | 0.12% | 84 |
|
|
2015
Q2 | $846K | Sell |
7,532
-925
| -11% | -$104K | 0.12% | 84 |
|
|
2015
Q1 | $961K | Buy |
+8,457
| New | +$961K | 0.03% | 97 |
|
|
2014
Q4 | – | Sell |
-13,723
| Closed | -$1.6M | – | 158 |
|
|
2014
Q3 | $1.6M | Sell |
13,723
-6,180
| -31% | -$718K | 0.1% | 94 |
|
|
2014
Q2 | $2.55M | Sell |
19,903
-3,680
| -16% | -$471K | 0.18% | 88 |
|
|
2014
Q1 | $2.92M | Buy |
23,583
+9,517
| +68% | +$1.18M | 0.24% | 74 |
|
|
2013
Q4 | $1.63M | Sell |
14,066
-7,630
| -35% | -$886K | 0.13% | 83 |
|
|
2013
Q3 | $2.78M | Sell |
21,696
-225
| -1% | -$28.8K | 0.25% | 80 |
|
|
2013
Q2 | $2.61M | Buy |
+21,921
| New | +$2.61M | 0.24% | 83 |
|