Bernardo Wealth Planning’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 | $313K | Hold |
1,027
| – | – | 0.07% | 90 |
|
|
2025
Q1 | $296K | Hold |
1,027
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $255K | Hold |
1,027
| – | – | 0.06% | 99 |
|
|
2024
Q3 | $255K | Hold |
1,027
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $221K | Sell |
1,027
-117
| -10% | -$25.2K | 0.06% | 94 |
|
|
2024
Q1 | $235K | Hold |
1,144
| – | – | 0.07% | 91 |
|
|
2023
Q4 | $219K | Buy |
+1,144
| New | +$219K | 0.07% | 82 |
|
|
2023
Q3 | – | Sell |
-1,124
| Closed | -$200K | – | 87 |
|
|
2023
Q2 | $200K | Buy |
+1,124
| New | +$200K | 0.08% | 85 |
|
|
2022
Q3 | – | Sell |
-1,457
| Closed | -$245K | – | 86 |
|
|
2022
Q2 | $245K | Hold |
1,457
| – | – | 0.14% | 72 |
|
|
2022
Q1 | $263K | Buy |
1,457
+25
| +2% | +$4.51K | 0.13% | 73 |
|
|
2021
Q4 | $244K | Sell |
1,432
-50
| -3% | -$8.52K | 0.12% | 71 |
|
|
2021
Q3 | $243K | Buy |
1,482
+50
| +3% | +$8.2K | 0.14% | 67 |
|
|
2021
Q2 | $237K | Hold |
1,432
| – | – | 0.14% | 69 |
|
|
2021
Q1 | $229K | Sell |
1,432
-934
| -39% | -$149K | 0.15% | 69 |
|
|
2020
Q4 | $421K | Buy |
2,366
+452
| +24% | +$80.4K | 0.16% | 108 |
|
|
2020
Q3 | $339K | Buy |
1,914
+260
| +16% | +$46.1K | 0.15% | 114 |
|
|
2020
Q2 | $276K | Buy |
1,654
+300
| +22% | +$50.1K | 0.15% | 113 |
|
|
2020
Q1 | $200K | Buy |
+1,354
| New | +$200K | 0.14% | 127 |
|