BSW Wealth 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 | $1.09M | Sell |
3,573
-35
| -1% | -$10.7K | 0.15% | 85 |
|
|
2025
Q1 | $1.04M | Buy |
3,608
+2
| +0.1% | +$576 | 0.16% | 81 |
|
|
2024
Q4 | $873K | Buy |
3,606
+575
| +19% | +$139K | 0.13% | 96 |
|
|
2024
Q3 | $737K | Sell |
3,031
-308
| -9% | -$74.9K | 0.11% | 101 |
|
|
2024
Q2 | $718K | Buy |
3,339
+41
| +1% | +$8.82K | 0.12% | 100 |
|
|
2024
Q1 | $678K | Buy |
3,298
+160
| +5% | +$32.9K | 0.11% | 105 |
|
|
2023
Q4 | $600K | Buy |
3,138
+15
| +0.5% | +$2.87K | 0.12% | 105 |
|
|
2023
Q3 | $535K | Sell |
3,123
-200
| -6% | -$34.3K | 0.12% | 101 |
|
|
2023
Q2 | $592K | Buy |
3,323
+118
| +4% | +$21K | 0.12% | 98 |
|
|
2023
Q1 | $587K | Sell |
3,205
-477
| -13% | -$87.4K | 0.12% | 119 |
|
|
2022
Q4 | $625K | Buy |
3,682
+9
| +0.2% | +$1.53K | 0.13% | 113 |
|
|
2022
Q3 | $568K | Hold |
3,673
| – | – | 0.14% | 99 |
|
|
2022
Q2 | $619K | Sell |
3,673
-183
| -5% | -$30.8K | 0.15% | 99 |
|
|
2022
Q1 | $697K | Hold |
3,856
| – | – | 0.18% | 93 |
|
|
2021
Q4 | $659K | Buy |
3,856
+237
| +7% | +$40.5K | 0.17% | 93 |
|
|
2021
Q3 | $594K | Buy |
3,619
+24
| +0.7% | +$3.94K | 0.17% | 90 |
|
|
2021
Q2 | $595K | Sell |
3,595
-459
| -11% | -$76K | 0.16% | 83 |
|
|
2021
Q1 | $648K | Buy |
4,054
+14
| +0.3% | +$2.24K | 0.19% | 67 |
|
|
2020
Q4 | $721K | Sell |
4,040
-45
| -1% | -$8.03K | 0.22% | 56 |
|
|
2020
Q3 | $724K | Sell |
4,085
-7
| -0.2% | -$1.24K | 0.27% | 45 |
|
|
2020
Q2 | $685K | Sell |
4,092
-135
| -3% | -$22.6K | 0.23% | 49 |
|
|
2020
Q1 | $626K | Sell |
4,227
-296
| -7% | -$43.8K | 0.26% | 43 |
|
|
2019
Q4 | $646K | Buy |
4,523
+23
| +0.5% | +$3.29K | 0.22% | 46 |
|
|
2019
Q3 | $625K | Sell |
4,500
-741
| -14% | -$103K | 0.24% | 41 |
|
|
2019
Q2 | $698K | Sell |
5,241
-247
| -5% | -$32.9K | 0.26% | 43 |
|
|
2019
Q1 | $670K | Sell |
5,488
-7,252
| -57% | -$885K | 0.27% | 40 |
|
|
2018
Q4 | $1.55M | Sell |
12,740
-895
| -7% | -$109K | 0.58% | 31 |
|
|
2018
Q3 | $1.54M | Sell |
13,635
-6,833
| -33% | -$770K | 0.59% | 23 |
|
|
2018
Q2 | $2.43M | Sell |
20,468
-904
| -4% | -$107K | 1.05% | 16 |
|
|
2018
Q1 | $2.69M | Sell |
21,372
-355
| -2% | -$44.6K | 1.2% | 14 |
|
|
2017
Q4 | $2.69M | Buy |
21,727
+11,040
| +103% | +$1.37M | 1.12% | 14 |
|
|
2017
Q3 | $1.3M | Buy |
10,687
+13
| +0.1% | +$1.58K | 0.57% | 22 |
|
|
2017
Q2 | $1.26M | Sell |
10,674
-86
| -0.8% | -$10.2K | 0.57% | 21 |
|
|
2017
Q1 | $1.28M | Buy |
10,760
+377
| +4% | +$44.7K | 0.63% | 20 |
|
|
2016
Q4 | $1.14M | Buy |
10,383
+9,921
| +2,147% | +$1.09M | 0.59% | 23 |
|
|
2016
Q3 | $3.68K | Sell |
462
-3,298
| -88% | -$26.3K | 0.13% | 58 |
|
|
2016
Q2 | $476K | Sell |
3,760
-15
| -0.4% | -$1.9K | 0.26% | 38 |
|
|
2016
Q1 | $444K | Buy |
+3,775
| New | +$444K | 0.25% | 38 |
|
|
2013
Q3 | – | Sell |
-47,225
| Closed | -$5.63M | – | 49 |
|
|
2013
Q2 | $5.63M | Buy |
+47,225
| New | +$5.63M | 4.94% | 5 |
|