Blue Bell Private Wealth Management’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 | $1.14M | Buy |
3,739
+430
| +13% | +$131K | 0.19% | 77 |
|
|
2025
Q1 | $953K | Buy |
3,309
+477
| +17% | +$137K | 0.18% | 83 |
|
|
2024
Q4 | $686K | Buy |
2,832
+41
| +1% | +$9.93K | 0.13% | 96 |
|
|
2024
Q3 | $678K | Sell |
2,791
-67
| -2% | -$16.3K | 0.13% | 97 |
|
|
2024
Q2 | $614K | Hold |
2,858
| – | – | 0.13% | 100 |
|
|
2024
Q1 | $588K | Sell |
2,858
-637
| -18% | -$131K | 0.13% | 102 |
|
|
2023
Q4 | $668K | Sell |
3,495
-584
| -14% | -$112K | 0.16% | 81 |
|
|
2023
Q3 | $699K | Buy |
4,079
+16
| +0.4% | +$2.74K | 0.19% | 74 |
|
|
2023
Q2 | $724K | Buy |
4,063
+900
| +28% | +$160K | 0.19% | 75 |
|
|
2023
Q1 | $580K | Hold |
3,163
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $537K | Hold |
3,163
| – | – | 0.18% | 68 |
|
|
2022
Q3 | $489K | Sell |
3,163
-50
| -2% | -$7.73K | 0.17% | 66 |
|
|
2022
Q2 | $541K | Buy |
3,213
+36
| +1% | +$6.06K | 0.18% | 60 |
|
|
2022
Q1 | $574K | Sell |
3,177
-323
| -9% | -$58.4K | 0.16% | 56 |
|
|
2021
Q4 | $598K | Hold |
3,500
| – | – | 0.16% | 56 |
|
|
2021
Q3 | $574K | Sell |
3,500
-392
| -10% | -$64.3K | 0.17% | 49 |
|
|
2021
Q2 | $645K | Sell |
3,892
-100
| -3% | -$16.6K | 0.19% | 47 |
|
|
2021
Q1 | $639K | Buy |
3,992
+133
| +3% | +$21.3K | 0.19% | 47 |
|
|
2020
Q4 | $690K | Sell |
3,859
-360
| -9% | -$64.4K | 0.24% | 41 |
|
|
2020
Q3 | $747K | Buy |
4,219
+837
| +25% | +$148K | 0.31% | 37 |
|
|
2020
Q2 | $570K | Buy |
3,382
+423
| +14% | +$71.3K | 0.27% | 40 |
|
|
2020
Q1 | $438K | Sell |
2,959
-475
| -14% | -$70.3K | 0.24% | 35 |
|
|
2019
Q4 | $491K | Buy |
3,434
+50
| +1% | +$7.15K | 0.2% | 43 |
|
|
2019
Q3 | $470K | Hold |
3,384
| – | – | 0.22% | 40 |
|
|
2019
Q2 | $451K | Sell |
3,384
-167
| -5% | -$22.3K | 0.21% | 42 |
|
|
2019
Q1 | $433K | Sell |
3,551
-680
| -16% | -$82.9K | 0.2% | 43 |
|
|
2018
Q4 | $513K | Sell |
4,231
-20
| -0.5% | -$2.43K | 0.27% | 37 |
|
|
2018
Q3 | $479K | Sell |
4,251
-250
| -6% | -$28.2K | 0.21% | 45 |
|
|
2018
Q2 | $534K | Sell |
4,501
-400
| -8% | -$47.5K | 0.24% | 41 |
|
|
2018
Q1 | $616K | Hold |
4,901
| – | – | 0.27% | 41 |
|
|
2017
Q4 | $606K | Sell |
4,901
-210
| -4% | -$26K | 0.27% | 42 |
|
|
2017
Q3 | $621K | Sell |
5,111
-50
| -1% | -$6.08K | 0.3% | 41 |
|
|
2017
Q2 | $609K | Sell |
5,161
-325
| -6% | -$38.4K | 0.3% | 42 |
|
|
2017
Q1 | $651K | Hold |
5,486
| – | – | 0.36% | 38 |
|
|
2016
Q4 | $602K | Sell |
5,486
-1,120
| -17% | -$123K | 0.37% | 41 |
|
|
2016
Q3 | $830K | Hold |
6,606
| – | – | 0.48% | 36 |
|
|
2016
Q2 | $836K | Sell |
6,606
-16
| -0.2% | -$2.03K | 0.54% | 30 |
|
|
2016
Q1 | $779K | Hold |
6,622
| – | – | 0.53% | 31 |
|
|
2015
Q4 | $672K | Buy |
6,622
+1,540
| +30% | +$156K | 0.46% | 38 |
|
|
2015
Q3 | $543K | Sell |
5,082
-400
| -7% | -$42.7K | 0.37% | 49 |
|
|
2015
Q2 | $616K | Buy |
5,482
+25
| +0.5% | +$2.81K | 0.37% | 43 |
|
|
2015
Q1 | $620K | Buy |
5,457
+100
| +2% | +$11.4K | 0.37% | 45 |
|
|
2014
Q4 | $608K | Sell |
5,357
-560
| -9% | -$63.6K | 0.35% | 46 |
|
|
2014
Q3 | $688K | Sell |
5,917
-850
| -13% | -$98.8K | 0.41% | 40 |
|
|
2014
Q2 | $866K | Sell |
6,767
-940
| -12% | -$120K | 0.52% | 28 |
|
|
2014
Q1 | $953K | Sell |
7,707
-100
| -1% | -$12.4K | 0.65% | 26 |
|
|
2013
Q4 | $907K | Sell |
7,807
-2,386
| -23% | -$277K | 0.7% | 26 |
|
|
2013
Q3 | $1.31M | Sell |
10,193
-303
| -3% | -$38.9K | 1.31% | 21 |
|
|
2013
Q2 | $1.25M | Buy |
+10,496
| New | +$1.25M | 1.11% | 19 |
|