Center for Financial Planning’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
$199K Hold
652
0.02% 167
2025
Q1
$188K Hold
652
0.02% 158
2024
Q4
$158K Buy
+652
New +$158K 0.02% 163
2022
Q4
Sell
-58
Closed -$9K 589
2022
Q3
$9K Hold
58
﹤0.01% 365
2022
Q2
$10K Hold
58
﹤0.01% 356
2022
Q1
$10K Buy
+58
New +$10K ﹤0.01% 365
2021
Q3
Sell
-25
Closed -$4K 506
2021
Q2
$4K Hold
25
﹤0.01% 426
2021
Q1
$4K Hold
25
﹤0.01% 459
2020
Q4
$4K Hold
25
﹤0.01% 406
2020
Q3
$4K Hold
25
﹤0.01% 371
2020
Q2
$4K Hold
25
﹤0.01% 379
2020
Q1
$4K Hold
25
﹤0.01% 435
2019
Q4
$4K Buy
+25
New +$4K ﹤0.01% 382