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