Bedel Financial Consulting’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
$1.48M Hold
4,859
0.2% 66
2025
Q1
$1.53M Hold
4,859
0.22% 62
2024
Q4
$1.28M Buy
4,859
+1,146
+31% +$303K 0.18% 81
2024
Q3
$902K Buy
3,713
+322
+9% +$78.3K 0.13% 89
2024
Q2
$729K Buy
3,391
+100
+3% +$21.5K 0.11% 100
2024
Q1
$677K Hold
3,291
0.11% 104
2023
Q4
$629K Hold
3,291
0.12% 108
2023
Q3
$564K Hold
3,291
0.11% 110
2023
Q2
$587K Hold
3,291
0.12% 104
2023
Q1
$603K Buy
3,291
+124
+4% +$22.7K 0.15% 96
2022
Q4
$537K Buy
3,167
+102
+3% +$17.3K 0.13% 100
2022
Q3
$478K Hold
3,065
0.13% 111
2022
Q2
$516K Buy
3,065
+1,500
+96% +$253K 0.15% 95
2022
Q1
$283K Hold
1,565
0.09% 152
2021
Q4
$268K Buy
1,565
+50
+3% +$8.56K 0.08% 160
2021
Q3
$249K Sell
1,515
-44
-3% -$7.23K 0.09% 159
2021
Q2
$258K Sell
1,559
-445
-22% -$73.6K 0.09% 156
2021
Q1
$321K Buy
2,004
+453
+29% +$72.6K 0.12% 126
2020
Q4
$277K Hold
1,551
0.12% 120
2020
Q3
$275K Buy
1,551
+20
+1% +$3.55K 0.14% 107
2020
Q2
$256K Hold
1,531
0.14% 105
2020
Q1
$227K Buy
1,531
+144
+10% +$21.4K 0.15% 107
2019
Q4
$198K Hold
1,387
0.11% 143
2019
Q3
$193K Sell
1,387
-28
-2% -$3.9K 0.12% 142
2019
Q2
$188K Hold
1,415
0.11% 144
2019
Q1
$173K Hold
1,415
0.11% 145
2018
Q4
$172K Hold
1,415
0.12% 132
2018
Q3
$163K Sell
1,415
-927
-40% -$107K 0.11% 153
2018
Q2
$278K Hold
2,342
0.2% 106
2018
Q1
$295K Sell
2,342
-132
-5% -$16.6K 0.22% 96
2017
Q4
$306K Buy
+2,474
New +$306K 0.28% 86