Briaud Financial 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 | $59.5M | Sell |
195,132
-61,616
| -24% | -$18.8M | 23.46% | 2 |
|
2025
Q1 | $74M | Sell |
256,748
-22
| -0% | -$6.34K | 29.39% | 2 |
|
2024
Q4 | $62.2M | Buy |
256,770
+1,358
| +0.5% | +$329K | 25.35% | 2 |
|
2024
Q3 | $62.1M | Buy |
255,412
+2,751
| +1% | +$669K | 32.06% | 1 |
|
2024
Q2 | $54.3M | Sell |
252,661
-159,393
| -39% | -$34.3M | 31.36% | 1 |
|
2024
Q1 | $84.8M | Sell |
412,054
-9,195
| -2% | -$1.89M | 48.18% | 1 |
|
2023
Q4 | $80.5M | Buy |
421,249
+2,651
| +0.6% | +$507K | 68.65% | 1 |
|
2023
Q3 | $71.8M | Buy |
418,598
+7,013
| +2% | +$1.2M | 58.13% | 1 |
|
2023
Q2 | $73.4M | Buy |
411,585
+5,466
| +1% | +$974K | 69.28% | 1 |
|
2023
Q1 | $74.4M | Sell |
406,119
-137,703
| -25% | -$25.2M | 70.44% | 1 |
|
2022
Q4 | $92.3M | Buy |
543,822
+7,443
| +1% | +$1.26M | 74.67% | 1 |
|
2022
Q3 | $82.2M | Sell |
536,379
-25,533
| -5% | -$3.91M | 73.05% | 1 |
|
2022
Q2 | $94.7M | Buy |
561,912
+2,517
| +0.4% | +$424K | 62.07% | 1 |
|
2022
Q1 | $101M | Buy |
559,395
+1,422
| +0.3% | +$257K | 58.04% | 1 |
|
2021
Q4 | $95.4M | Sell |
557,973
-3,925
| -0.7% | -$671K | 51.86% | 1 |
|
2021
Q3 | $92.3M | Buy |
561,898
+36,128
| +7% | +$5.93M | 60.63% | 1 |
|
2021
Q2 | $87.1M | Buy |
525,770
+5,714
| +1% | +$946K | 57.96% | 1 |
|
2021
Q1 | $83.2M | Buy |
520,056
+519,878
| +292,066% | +$83.2M | 61.21% | 1 |
|
2020
Q4 | $94K | Sell |
178
-523,952
| -100% | -$277M | 60.05% | 1 |
|
2020
Q3 | $92.8M | Buy |
524,130
+571
| +0.1% | +$101K | 67.14% | 1 |
|
2020
Q2 | $87.6M | Buy |
523,559
+148,894
| +40% | +$24.9M | 66.94% | 1 |
|
2020
Q1 | $55.5M | Sell |
374,665
-106,344
| -22% | -$15.7M | 79.67% | 1 |
|
2019
Q4 | $68.7M | Buy |
+481,009
| New | +$68.7M | 69.92% | 1 |
|