Carolinas Wealth Consulting’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
Sell
-5,124
Closed -$1.48M 364
2025
Q1
$1.48M Buy
5,124
+7
+0.1% +$2.02K 0.32% 51
2024
Q4
$1.24M Sell
5,117
-8
-0.2% -$1.94K 0.24% 56
2024
Q3
$1.25M Hold
5,125
0.23% 60
2024
Q2
$1.1M Sell
5,125
-4
-0.1% -$860 0.21% 64
2024
Q1
$1.06M Sell
5,129
-602
-11% -$124K 0.21% 63
2023
Q4
$1.1M Sell
5,731
-730
-11% -$140K 0.24% 56
2023
Q3
$1.19M Sell
6,461
-150
-2% -$27.6K 0.3% 48
2023
Q2
$1.18M Buy
6,611
+75
+1% +$13.4K 0.23% 62
2023
Q1
$1.2M Buy
6,536
+1,351
+26% +$248K 0.25% 60
2022
Q4
$880K Sell
5,185
-604
-10% -$102K 0.2% 65
2022
Q3
$895K Sell
5,789
-121
-2% -$18.7K 0.23% 53
2022
Q2
$996K Buy
5,910
+25
+0.4% +$4.21K 0.25% 50
2022
Q1
$1.06M Buy
5,885
+225
+4% +$40.6K 0.23% 55
2021
Q4
$968K Sell
5,660
-880
-13% -$151K 0.21% 56
2021
Q3
$1.07M Sell
6,540
-139
-2% -$22.8K 0.25% 52
2021
Q2
$1.11M Sell
6,679
-1
-0% -$166 0.24% 51
2021
Q1
$1.07M Sell
6,680
-215
-3% -$34.4K 0.26% 49
2020
Q4
$1.23M Buy
6,895
+647
+10% +$115K 0.33% 43
2020
Q3
$1.11M Buy
6,248
+1,300
+26% +$230K 0.37% 41
2020
Q2
$828K Sell
4,948
-23
-0.5% -$3.85K 0.33% 44
2020
Q1
$737K Buy
+4,971
New +$737K 0.4% 42