Birch Hill Investment 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 | $408K | Buy |
1,340
+115
| +9% | +$35.1K | 0.02% | 151 |
|
|
2025
Q1 | $353K | Hold |
1,225
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $297K | Hold |
1,225
| – | – | 0.01% | 162 |
|
|
2024
Q3 | $298K | Hold |
1,225
| – | – | 0.01% | 156 |
|
|
2024
Q2 | $263K | Sell |
1,225
-200
| -14% | -$43K | 0.01% | 155 |
|
|
2024
Q1 | $293K | Sell |
1,425
-182
| -11% | -$37.4K | 0.01% | 148 |
|
|
2023
Q4 | $307K | Sell |
1,607
-430
| -21% | -$82.2K | 0.02% | 137 |
|
|
2023
Q3 | $349K | Sell |
2,037
-40
| -2% | -$6.86K | 0.02% | 130 |
|
|
2023
Q2 | $370K | Sell |
2,077
-200
| -9% | -$35.7K | 0.02% | 127 |
|
|
2023
Q1 | $417K | Sell |
2,277
-150
| -6% | -$27.5K | 0.03% | 126 |
|
|
2022
Q4 | $412K | Hold |
2,427
| – | – | 0.03% | 122 |
|
|
2022
Q3 | $375K | Hold |
2,427
| – | – | 0.03% | 119 |
|
|
2022
Q2 | $409K | Hold |
2,427
| – | – | 0.03% | 119 |
|
|
2022
Q1 | $438K | Sell |
2,427
-150
| -6% | -$27.1K | 0.02% | 125 |
|
|
2021
Q4 | $441K | Hold |
2,577
| – | – | 0.02% | 130 |
|
|
2021
Q3 | $423K | Hold |
2,577
| – | – | 0.02% | 127 |
|
|
2021
Q2 | $427K | Buy |
2,577
+300
| +13% | +$49.7K | 0.02% | 125 |
|
|
2021
Q1 | $364K | Hold |
2,277
| – | – | 0.02% | 127 |
|
|
2020
Q4 | $406K | Hold |
2,277
| – | – | 0.02% | 117 |
|
|
2020
Q3 | $403K | Hold |
2,277
| – | – | 0.03% | 110 |
|
|
2020
Q2 | $381K | Buy |
2,277
+800
| +54% | +$134K | 0.03% | 111 |
|
|
2020
Q1 | $219K | Hold |
1,477
| – | – | 0.02% | 126 |
|
|
2019
Q4 | $211K | Hold |
1,477
| – | – | 0.01% | 143 |
|
|
2019
Q3 | $205K | Buy |
+1,477
| New | +$205K | 0.01% | 142 |
|