Brown Shipley & Co’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-19,243
| Closed | -$3.46M | – | 98 |
|
2024
Q1 | $3.46M | Sell |
19,243
-1,306
| -6% | -$235K | 1.09% | 26 |
|
2023
Q4 | $3.93M | Sell |
20,549
-8,688
| -30% | -$1.66M | 1.95% | 19 |
|
2023
Q3 | $5.01M | Sell |
29,237
-851
| -3% | -$146K | 2.76% | 15 |
|
2023
Q2 | $5.36M | Sell |
30,088
-1,776
| -6% | -$317K | 2.2% | 14 |
|
2023
Q1 | $5.84M | Buy |
+31,864
| New | +$5.84M | 3.76% | 11 |
|