Bright Financial 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 | $18.5M | Sell |
60,734
-354
| -0.6% | -$108K | 10.27% | 2 |
|
2025
Q1 | $17.6M | Buy |
61,088
+1,174
| +2% | +$338K | 10.81% | 2 |
|
2024
Q4 | $14.5M | Sell |
59,914
-618
| -1% | -$150K | 9.12% | 3 |
|
2024
Q3 | $14.7M | Sell |
60,532
-539
| -0.9% | -$131K | 9.36% | 2 |
|
2024
Q2 | $13.1M | Buy |
61,071
+1,170
| +2% | +$252K | 9.27% | 2 |
|
2024
Q1 | $12.9M | Buy |
+59,901
| New | +$12.9M | 9.61% | 3 |
|