Caldwell Trust’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Buy |
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|
2025
Q2 | $614K | Hold |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $469K | Hold |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $963K | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $2.19M | Sell |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $901K | Sell |
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|
2020
Q1 | $898K | Buy |
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|
2019
Q4 | $822K | Buy |
|