Broadleaf 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 | $367K | Sell |
1,204
-1,343
| -53% | -$409K | 0.08% | 63 |
|
2025
Q1 | $734K | Sell |
2,547
-121
| -5% | -$34.9K | 0.19% | 51 |
|
2024
Q4 | $646K | Sell |
2,668
-638
| -19% | -$154K | 0.15% | 52 |
|
2024
Q3 | $804K | Sell |
3,306
-169
| -5% | -$41.1K | 0.19% | 48 |
|
2024
Q2 | $747K | Sell |
3,475
-32
| -0.9% | -$6.88K | 0.18% | 45 |
|
2024
Q1 | $721K | Buy |
3,507
+151
| +4% | +$31.1K | 0.18% | 50 |
|
2023
Q4 | $642K | Buy |
3,356
+135
| +4% | +$25.8K | 0.19% | 52 |
|
2023
Q3 | $552K | Sell |
3,221
-53
| -2% | -$9.09K | 0.18% | 48 |
|
2023
Q2 | $584K | Sell |
3,274
-8
| -0.2% | -$1.43K | 0.19% | 49 |
|
2023
Q1 | $601K | Buy |
3,282
+368
| +13% | +$67.4K | 0.21% | 47 |
|
2022
Q4 | $494K | Sell |
2,914
-211
| -7% | -$35.8K | 0.19% | 49 |
|
2022
Q3 | $483K | Buy |
3,125
+40
| +1% | +$6.18K | 0.2% | 47 |
|
2022
Q2 | $520K | Buy |
3,085
+861
| +39% | +$145K | 0.22% | 45 |
|
2022
Q1 | $402K | Buy |
2,224
+150
| +7% | +$27.1K | 0.13% | 54 |
|
2021
Q4 | $355K | Buy |
2,074
+77
| +4% | +$13.2K | 0.11% | 57 |
|
2021
Q3 | $328K | Hold |
1,997
| – | – | 0.11% | 59 |
|
2021
Q2 | $331K | Buy |
1,997
+161
| +9% | +$26.7K | 0.12% | 61 |
|
2021
Q1 | $294K | Hold |
1,836
| – | – | 0.11% | 61 |
|
2020
Q4 | $327K | Hold |
1,836
| – | – | 0.13% | 56 |
|
2020
Q3 | $325K | Hold |
1,836
| – | – | 0.14% | 52 |
|
2020
Q2 | $307K | Hold |
1,836
| – | – | 0.15% | 53 |
|
2020
Q1 | $272K | Hold |
1,836
| – | – | 0.18% | 52 |
|
2019
Q4 | $262K | Hold |
1,836
| – | – | 0.14% | 55 |
|
2019
Q3 | $255K | Hold |
1,836
| – | – | 0.16% | 50 |
|
2019
Q2 | $245K | Hold |
1,836
| – | – | 0.16% | 49 |
|
2019
Q1 | $224K | Hold |
1,836
| – | – | 0.16% | 47 |
|
2018
Q4 | $223K | Hold |
1,836
| – | – | 0.18% | 46 |
|
2018
Q3 | $207K | Hold |
1,836
| – | – | 0.14% | 51 |
|
2018
Q2 | $218K | Hold |
1,836
| – | – | 0.16% | 51 |
|
2018
Q1 | $231K | Hold |
1,836
| – | – | 0.18% | 47 |
|
2017
Q4 | $227K | Buy |
+1,836
| New | +$227K | 0.19% | 47 |
|