Cerity Partners’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 | $130M | Sell |
426,750
-15,455
| -3% | -$4.71M | 0.23% | 91 |
|
|
2025
Q1 | $127M | Buy |
442,205
+2,192
| +0.5% | +$632K | 0.26% | 82 |
|
|
2024
Q4 | $107M | Sell |
440,013
-636
| -0.1% | -$154K | 0.23% | 91 |
|
|
2024
Q3 | $107M | Buy |
440,649
+41,025
| +10% | +$9.97M | 0.24% | 88 |
|
|
2024
Q2 | $85.9M | Buy |
399,624
+17,174
| +4% | +$3.69M | 0.23% | 94 |
|
|
2024
Q1 | $78.8M | Sell |
382,450
-46,788
| -11% | -$9.64M | 0.21% | 105 |
|
|
2023
Q4 | $82.1M | Buy |
429,238
+136,723
| +47% | +$26.1M | 0.27% | 84 |
|
|
2023
Q3 | $50.2M | Sell |
292,515
-95,742
| -25% | -$16.4M | 0.24% | 104 |
|
|
2023
Q2 | $69.2M | Buy |
388,257
+17,933
| +5% | +$3.2M | 0.27% | 85 |
|
|
2023
Q1 | $67.9M | Buy |
370,324
+19,469
| +6% | +$3.57M | 0.16% | 96 |
|
|
2022
Q4 | $59.5M | Buy |
350,855
+86,833
| +33% | +$14.7M | 0.38% | 62 |
|
|
2022
Q3 | $40.8M | Sell |
264,022
-1,415
| -0.5% | -$219K | 0.49% | 38 |
|
|
2022
Q2 | $44.7M | Sell |
265,437
-23,572
| -8% | -$3.97M | 0.49% | 35 |
|
|
2022
Q1 | $32.2M | Sell |
289,009
-35,553
| -11% | -$3.96M | 0.5% | 41 |
|
|
2021
Q4 | $36.2M | Buy |
324,562
+161,343
| +99% | +$18M | 0.55% | 36 |
|
|
2021
Q3 | $26.8M | Sell |
163,219
-6,770
| -4% | -$1.11M | 0.59% | 33 |
|
|
2021
Q2 | $28.2M | Sell |
169,989
-7,301
| -4% | -$1.21M | 0.62% | 31 |
|
|
2021
Q1 | $28.4M | Buy |
177,290
+105,377
| +147% | +$16.9M | 0.67% | 28 |
|
|
2020
Q4 | $12.8M | Sell |
71,913
-6,469
| -8% | -$1.15M | 0.41% | 49 |
|
|
2020
Q3 | $13.9M | Buy |
78,382
+945
| +1% | +$167K | 0.57% | 33 |
|
|
2020
Q2 | $13M | Sell |
77,437
-18,514
| -19% | -$3.1M | 0.72% | 21 |
|
|
2020
Q1 | $14.2M | Buy |
95,951
+7,659
| +9% | +$1.13M | 0.89% | 18 |
|
|
2019
Q4 | $12.6M | Buy |
88,292
+86,820
| +5,898% | +$12.4M | 0.64% | 27 |
|
|
2019
Q3 | $205K | Buy |
+1,472
| New | +$205K | 0.01% | 453 |
|