Bordeaux Wealth 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 | $305K | Hold |
1,000
| – | – | 0.04% | 128 |
|
|
2025
Q1 | $288K | Hold |
1,000
| – | – | 0.05% | 121 |
|
|
2024
Q4 | $242K | Hold |
1,000
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $243K | Hold |
1,000
| – | – | 0.04% | 139 |
|
|
2024
Q2 | $215K | Buy |
+1,000
| New | +$215K | 0.04% | 131 |
|
|
2023
Q3 | – | Sell |
-1,287
| Closed | -$229K | – | 97 |
|
|
2023
Q2 | $229K | Sell |
1,287
-185
| -13% | -$33K | 0.09% | 93 |
|
|
2023
Q1 | $270K | Buy |
1,472
+185
| +14% | +$33.9K | 0.14% | 88 |
|
|
2022
Q4 | $218K | Buy |
+1,287
| New | +$218K | 0.12% | 80 |
|
|
2022
Q3 | – | Sell |
-4,104
| Closed | -$691K | – | 86 |
|
|
2022
Q2 | $691K | Buy |
4,104
+2,817
| +219% | +$474K | 0.48% | 38 |
|
|
2022
Q1 | $232K | Hold |
1,287
| – | – | 0.13% | 82 |
|
|
2021
Q4 | $220K | Sell |
1,287
-793
| -38% | -$136K | 0.1% | 88 |
|
|
2021
Q3 | $342K | Buy |
2,080
+783
| +60% | +$129K | 0.19% | 60 |
|
|
2021
Q2 | $215K | Sell |
1,297
-1,248
| -49% | -$207K | 0.12% | 69 |
|
|
2021
Q1 | $407K | Buy |
2,545
+32
| +1% | +$5.12K | 0.28% | 50 |
|
|
2020
Q4 | $448K | Buy |
+2,513
| New | +$448K | 0.34% | 49 |
|