Burkett Financial Services’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 | $123K | Sell |
404
-62
| -13% | -$18.9K | 0.04% | 62 |
|
2025
Q1 | $134K | Sell |
466
-46
| -9% | -$13.3K | 0.05% | 57 |
|
2024
Q4 | $124K | Hold |
512
| – | – | 0.05% | 60 |
|
2024
Q3 | $124K | Hold |
512
| – | – | 0.05% | 56 |
|
2024
Q2 | $110K | Buy |
512
+46
| +10% | +$9.89K | 0.06% | 54 |
|
2024
Q1 | $95.9K | Hold |
466
| – | – | 0.05% | 62 |
|
2023
Q4 | $89.1K | Buy |
+466
| New | +$89.1K | 0.05% | 63 |
|