Capital Planning Advisors’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
Q4
$225K Buy
2017
Q4
Sell
2017
Q3
$556K Sell
2017
Q2
$540K Sell
2017
Q1
$558K Hold
2016
Q4
$515K Sell
2016
Q3
$643K Buy
2016
Q2
$646K Hold
2016
Q1
$600K Buy
2015
Q4
$508K Buy
2015
Q3
$519K Sell
2015
Q2
$666K Sell
2015
Q1
$749K Sell
2014
Q4
$767K Buy