Caldwell Trust’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Hold |
2,013
|
|
||||
|
2025
Q1 | $580K | Buy |
2,013
+75
|
|
||||
|
2024
Q4 | $469K | Hold |
1,938
|
|
||||
|
2024
Q3 | $471K | Buy |
1,938
+24
|
|
||||
|
2024
Q2 | $412K | Hold |
1,914
|
|
||||
|
2024
Q1 | $394K | Hold |
1,914
|
|
||||
|
2023
Q4 | $366K | Sell |
1,914
-140
|
|
||||
|
2023
Q3 | $352K | Hold |
2,054
|
|
||||
|
2023
Q2 | $366K | Buy |
2,054
+3
|
|
||||
|
2023
Q1 | $376K | Hold |
2,051
|
|
||||
|
2022
Q4 | $348K | Sell |
2,051
-310
|
|
||||
|
2022
Q3 | $365K | Sell |
2,361
-9,069
|
|
||||
|
2022
Q2 | $1.93M | Buy |
11,430
+5,427
|
|
||||
|
2022
Q1 | $1.08M | Buy |
6,003
+3,637
|
|
||||
|
2021
Q4 | $404K | Hold |
2,366
|
|
||||
|
2021
Q3 | $389K | Sell |
2,366
-3,451
|
|
||||
|
2021
Q2 | $963K | Sell |
5,817
-1,712
|
|
||||
|
2021
Q1 | $1.2M | Sell |
7,529
-4,765
|
|
||||
|
2020
Q4 | $2.19M | Sell |
12,294
-310
|
|
||||
|
2020
Q3 | $2.23M | Buy |
12,604
+7,223
|
|
||||
|
2020
Q2 | $901K | Sell |
5,381
-687
|
|
||||
|
2020
Q1 | $898K | Buy |
6,068
+316
|
|
||||
|
2019
Q4 | $822K | Buy |
+5,752
|
|