Brown Wealth Management’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
Q4 | – | Sell |
-1,203
| Closed | -$292K | – | 92 |
|
2024
Q3 | $292K | Hold |
1,203
| – | – | 0.11% | 69 |
|
2024
Q2 | $259K | Hold |
1,203
| – | – | 0.1% | 73 |
|
2024
Q1 | $247K | Buy |
1,203
+115
| +11% | +$23.7K | 0.1% | 77 |
|
2023
Q4 | $208K | Buy |
+1,088
| New | +$208K | 0.09% | 82 |
|
2023
Q3 | – | Sell |
-1,173
| Closed | -$209K | – | 90 |
|
2023
Q2 | $209K | Buy |
+1,173
| New | +$209K | 0.11% | 88 |
|