Cassaday & Co Wealth Management’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
$1.51M Buy
4,942
+49
+1% +$14.9K 0.04% 98
2025
Q1
$1.41M Sell
4,893
-69
-1% -$19.9K 0.04% 92
2024
Q4
$1.2M Buy
4,962
+90
+2% +$21.8K 0.03% 100
2024
Q3
$1.18M Buy
4,872
+25
+0.5% +$6.08K 0.03% 97
2024
Q2
$1.04M Hold
4,847
0.03% 97
2024
Q1
$997K Buy
4,847
+1,114
+30% +$229K 0.03% 104
2023
Q4
$714K Sell
3,733
-1,018
-21% -$195K 0.02% 127
2023
Q3
$815K Sell
4,751
-272
-5% -$46.6K 0.03% 99
2023
Q2
$895K Buy
5,023
+254
+5% +$45.3K 0.04% 102
2023
Q1
$874K Sell
4,769
-17
-0.4% -$3.12K 0.04% 108
2022
Q4
$812K Buy
+4,786
New +$812K 0.04% 109