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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $225K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $556K | Sell |
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|
2017
Q2 | $540K | Sell |
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|
2017
Q1 | $558K | Hold |
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|
2016
Q4 | $515K | Sell |
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|
2016
Q3 | $643K | Buy |
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|
2016
Q2 | $646K | Hold |
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|
2016
Q1 | $600K | Buy |
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|
2015
Q4 | $508K | Buy |
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|
2015
Q3 | $519K | Sell |
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|
2015
Q2 | $666K | Sell |
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|
2015
Q1 | $749K | Sell |
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|
2014
Q4 | $767K | Buy |
|