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