Bell & Brown Wealth 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 | $4.59M | Sell |
15,065
-14
| -0.1% | -$4.27K | 1.64% | 24 |
|
|
2025
Q1 | $4.34M | Buy |
15,079
+423
| +3% | +$122K | 1.69% | 25 |
|
|
2024
Q4 | $3.55M | Sell |
14,656
-8
| -0.1% | -$1.94K | 1.32% | 29 |
|
|
2024
Q3 | $3.56M | Sell |
14,664
-27
| -0.2% | -$6.56K | 1.39% | 30 |
|
|
2024
Q2 | $3.16M | Sell |
14,691
-65
| -0.4% | -$14K | 1.21% | 26 |
|
|
2024
Q1 | $3.04M | Sell |
14,756
-1,188
| -7% | -$244K | 1.3% | 28 |
|
|
2023
Q4 | $3.05M | Buy |
+15,944
| New | +$3.05M | 1.42% | 24 |
|
|
2023
Q2 | $3.04M | Sell |
17,043
-820
| -5% | -$146K | 1.52% | 25 |
|
|
2023
Q1 | $3.27M | Sell |
17,863
-763
| -4% | -$140K | 1.74% | 21 |
|
|
2022
Q4 | $3.16M | Sell |
18,626
-2,915
| -14% | -$495K | 1.74% | 22 |
|
|
2022
Q3 | $3.33M | Sell |
21,541
-348
| -2% | -$53.8K | 2.06% | 21 |
|
|
2022
Q2 | $3.69M | Sell |
21,889
-540
| -2% | -$91K | 1.97% | 21 |
|
|
2022
Q1 | $4.05M | Sell |
22,429
-688
| -3% | -$124K | 1.84% | 23 |
|
|
2021
Q4 | $3.95M | Sell |
23,117
-5,752
| -20% | -$984K | 1.91% | 20 |
|
|
2021
Q3 | $4.74M | Buy |
+28,869
| New | +$4.74M | 2.56% | 12 |
|
|
2020
Q3 | $262K | Buy |
1,450
+200
| +16% | +$36.1K | 0.19% | 66 |
|
|
2020
Q2 | $240K | Hold |
1,250
| – | – | 0.19% | 67 |
|
|
2020
Q1 | $200K | Buy |
+1,250
| New | +$200K | 0.19% | 69 |
|