Cavalier Investments’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 | $505K | Hold |
1,656
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $477K | Sell |
1,656
-31
| -2% | -$8.93K | 0.16% | 72 |
|
|
2024
Q4 | $408K | Sell |
1,687
-186
| -10% | -$45K | 0.14% | 63 |
|
|
2024
Q3 | $455K | Sell |
1,873
-93
| -5% | -$22.6K | 0.14% | 80 |
|
|
2024
Q2 | $423K | Hold |
1,966
| – | – | 0.13% | 75 |
|
|
2024
Q1 | $404K | Hold |
1,966
| – | – | 0.15% | 77 |
|
|
2023
Q4 | $376K | Sell |
1,966
-861
| -30% | -$165K | 0.14% | 87 |
|
|
2023
Q3 | $485K | Sell |
2,827
-400
| -12% | -$68.6K | 0.19% | 84 |
|
|
2023
Q2 | $575K | Sell |
3,227
-3,753
| -54% | -$669K | 0.21% | 73 |
|
|
2023
Q1 | $1.28M | Sell |
6,980
-12,254
| -64% | -$2.25M | 0.52% | 39 |
|
|
2022
Q4 | $3.26M | Buy |
19,234
+15,358
| +396% | +$2.61M | 1.17% | 29 |
|
|
2022
Q3 | $600K | Buy |
3,876
+46
| +1% | +$7.12K | 0.22% | 81 |
|
|
2022
Q2 | $645K | Sell |
3,830
-210
| -5% | -$35.4K | 0.23% | 86 |
|
|
2022
Q1 | $730K | Buy |
4,040
+1,709
| +73% | +$309K | 0.19% | 92 |
|
|
2021
Q4 | $399K | Buy |
2,331
+1,034
| +80% | +$177K | 0.1% | 96 |
|
|
2021
Q3 | $213K | Hold |
1,297
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $214K | Buy |
+1,297
| New | +$214K | 0.08% | 94 |
|
|
2019
Q2 | – | Sell |
-41,821
| Closed | -$5.1M | – | 125 |
|
|
2019
Q1 | $5.1M | Buy |
+41,821
| New | +$5.1M | 2.1% | 12 |
|
|
2016
Q3 | – | Sell |
-4,186
| Closed | -$529K | – | 142 |
|
|
2016
Q2 | $529K | Buy |
4,186
+698
| +20% | +$88.2K | 0.31% | 67 |
|
|
2016
Q1 | $410K | Buy |
+3,488
| New | +$410K | 0.24% | 70 |
|