Blue Chip Partners’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
$257K Sell
843
-2,284
-73% -$696K 0.02% 145
2025
Q1
$901K Sell
3,127
-112
-3% -$32.3K 0.08% 84
2024
Q4
$784K Hold
3,239
0.07% 91
2024
Q3
$787K Hold
3,239
0.07% 86
2024
Q2
$696K Buy
3,239
+181
+6% +$38.9K 0.06% 82
2024
Q1
$629K Sell
3,058
-95
-3% -$19.5K 0.06% 82
2023
Q4
$603K Sell
3,153
-274
-8% -$52.4K 0.06% 85
2023
Q3
$588K Hold
3,427
0.07% 84
2023
Q2
$611K Buy
3,427
+1,073
+46% +$191K 0.07% 93
2023
Q1
$431K Hold
2,354
0.05% 96
2022
Q4
$399K Sell
2,354
-1,150
-33% -$195K 0.05% 99
2022
Q3
$542K Sell
3,504
-1,529
-30% -$237K 0.07% 81
2022
Q2
$848K Buy
5,033
+377
+8% +$63.5K 0.11% 77
2022
Q1
$841K Buy
+4,656
New +$841K 0.1% 78
2021
Q3
Sell
-614
Closed -$102K 167
2021
Q2
$102K Buy
+614
New +$102K 0.01% 157
2020
Q4
Sell
-3,487
Closed -$618K 148
2020
Q3
$618K Buy
3,487
+2,174
+166% +$385K 0.11% 66
2020
Q2
$220K Hold
1,313
0.04% 93
2020
Q1
$194K Buy
+1,313
New +$194K 0.05% 94