Berger Financial Group’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 | $979K | Sell |
3,211
-537
| -14% | -$164K | 0.06% | 197 |
|
|
2025
Q1 | $1.08M | Buy |
3,748
+67
| +2% | +$19.3K | 0.08% | 179 |
|
|
2024
Q4 | $891K | Buy |
3,681
+578
| +19% | +$140K | 0.06% | 185 |
|
|
2024
Q3 | $754K | Buy |
3,103
+498
| +19% | +$121K | 0.05% | 184 |
|
|
2024
Q2 | $560K | Buy |
2,605
+120
| +5% | +$25.8K | 0.04% | 201 |
|
|
2024
Q1 | $511K | Sell |
2,485
-12
| -0.5% | -$2.47K | 0.04% | 205 |
|
|
2023
Q4 | $477K | Buy |
2,497
+98
| +4% | +$18.7K | 0.05% | 170 |
|
|
2023
Q3 | $411K | Buy |
2,399
+3
| +0.1% | +$514 | 0.05% | 170 |
|
|
2023
Q2 | $427K | Buy |
2,396
+143
| +6% | +$25.5K | 0.05% | 175 |
|
|
2023
Q1 | $413K | Buy |
2,253
+314
| +16% | +$57.5K | 0.05% | 174 |
|
|
2022
Q4 | $329K | Sell |
1,939
-1,488
| -43% | -$252K | 0.04% | 191 |
|
|
2022
Q3 | $530K | Buy |
3,427
+1,410
| +70% | +$218K | 0.08% | 135 |
|
|
2022
Q2 | $340K | Buy |
2,017
+28
| +1% | +$4.72K | 0.05% | 169 |
|
|
2022
Q1 | $359K | Buy |
1,989
+67
| +3% | +$12.1K | 0.05% | 181 |
|
|
2021
Q4 | $329K | Sell |
1,922
-176
| -8% | -$30.1K | 0.04% | 195 |
|
|
2021
Q3 | $345K | Sell |
2,098
-269
| -11% | -$44.2K | 0.06% | 143 |
|
|
2021
Q2 | $392K | Hold |
2,367
| – | – | 0.07% | 136 |
|
|
2021
Q1 | $379K | Buy |
2,367
+55
| +2% | +$8.81K | 0.08% | 133 |
|
|
2020
Q4 | $412K | Buy |
+2,312
| New | +$412K | 0.07% | 141 |
|