CBIZ Investment Advisory Services’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
$76.2K Hold
250
﹤0.01% 94
2025
Q1
$72K Hold
250
﹤0.01% 94
2024
Q4
$60.5K Hold
250
﹤0.01% 100
2024
Q3
$60.8K Sell
250
-26
-9% -$6.32K ﹤0.01% 98
2024
Q2
$59.3K Buy
276
+26
+10% +$5.59K ﹤0.01% 98
2024
Q1
$51.4K Buy
+250
New +$51.4K ﹤0.01% 102
2020
Q4
Hold
0
-$6K 115
2020
Q3
Hold
0
-$24K 98
2020
Q2
Hold
0
-$22K 79
2020
Q1
Hold
0
-$21K 94
2019
Q4
Hold
0
100