Capstone Financial Advisors’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 | $230K | Buy |
754
+8
| +1% | +$2.44K | 0.01% | 143 |
|
|
2025
Q1 | $215K | Buy |
+746
| New | +$215K | 0.01% | 136 |
|
|
2023
Q2 | – | Sell |
-1,117
| Closed | -$205K | – | 151 |
|
|
2023
Q1 | $205K | Buy |
+1,117
| New | +$205K | 0.02% | 116 |
|
|
2015
Q2 | – | Sell |
-3,840
| Closed | -$436K | – | 102 |
|
|
2015
Q1 | $436K | Buy |
+3,840
| New | +$436K | 0.17% | 43 |
|
|
2014
Q4 | – | Sell |
-6,238
| Closed | -$725K | – | 96 |
|
|
2014
Q3 | $725K | Buy |
6,238
+90
| +1% | +$10.5K | 0.44% | 22 |
|
|
2014
Q2 | $787K | Sell |
6,148
-70
| -1% | -$8.96K | 0.55% | 16 |
|
|
2014
Q1 | $769K | Buy |
6,218
+174
| +3% | +$21.5K | 0.47% | 18 |
|
|
2013
Q4 | $702K | Buy |
+6,044
| New | +$702K | 0.45% | 19 |
|