Charter Research & Investment Group’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
$3.36M Hold
11,031
2.51% 13
2025
Q1
$3.18M Buy
11,031
+15
+0.1% +$4.32K 2.43% 12
2024
Q4
$2.67M Sell
11,016
-267
-2% -$64.6K 2.03% 16
2024
Q3
$2.74M Sell
11,283
-148
-1% -$36K 2.02% 15
2024
Q2
$2.46M Sell
11,431
-265
-2% -$57K 1.94% 17
2024
Q1
$2.41M Buy
11,696
+26
+0.2% +$5.35K 1.91% 16
2023
Q4
$2.23M Sell
11,670
-30
-0.3% -$5.74K 1.85% 18
2023
Q3
$2.01M Hold
11,700
1.81% 18
2023
Q2
$2.09M Buy
11,700
+40
+0.3% +$7.13K 1.73% 19
2023
Q1
$2.14M Buy
11,660
+302
+3% +$55.3K 1.87% 16
2022
Q4
$1.93M Sell
11,358
-28
-0.2% -$4.75K 1.85% 16
2022
Q3
$1.76M Sell
11,386
-294
-3% -$45.5K 1.78% 17
2022
Q2
$1.97M Buy
11,680
+47
+0.4% +$7.92K 1.79% 18
2022
Q1
$2.1M Sell
11,633
-15
-0.1% -$2.71K 1.7% 19
2021
Q4
$1.99M Buy
11,648
+373
+3% +$63.8K 1.57% 23
2021
Q3
$1.85M Sell
11,275
-30
-0.3% -$4.93K 1.54% 26
2021
Q2
$1.87M Sell
11,305
-84
-0.7% -$13.9K 1.55% 24
2021
Q1
$1.82M Sell
11,389
-190
-2% -$30.4K 1.59% 23
2020
Q4
$2.07M Buy
11,579
+150
+1% +$26.8K 1.99% 17
2020
Q3
$2.02M Sell
11,429
-290
-2% -$51.4K 2.22% 14
2020
Q2
$1.96M Hold
11,719
2.26% 14
2020
Q1
$1.74M Sell
11,719
-60
-0.5% -$8.88K 2.28% 13
2019
Q4
$1.68M Buy
11,779
+25
+0.2% +$3.57K 1.71% 22
2019
Q3
$1.63M Sell
11,754
-25
-0.2% -$3.47K 1.77% 19
2019
Q2
$1.57M Sell
11,779
-215
-2% -$28.6K 1.75% 21
2019
Q1
$1.46M Sell
11,994
-300
-2% -$36.6K 1.62% 21
2018
Q4
$1.49M Sell
12,294
-185
-1% -$22.4K 1.88% 20
2018
Q3
$1.41M Sell
12,479
-275
-2% -$31K 1.53% 27
2018
Q2
$1.51M Hold
12,754
1.73% 22
2018
Q1
$1.6M Sell
12,754
-165
-1% -$20.8K 1.91% 19
2017
Q4
$1.6M Buy
+12,919
New +$1.6M 1.79% 24
2016
Q3
$1.73M Sell
13,754
-75
-0.5% -$9.42K 2.03% 20
2016
Q2
$1.75M Sell
13,829
-195
-1% -$24.7K 2% 20
2016
Q1
$1.65M Buy
14,024
+55
+0.4% +$6.47K 1.89% 24
2015
Q4
$1.42M Sell
13,969
-405
-3% -$41.1K 1.65% 25
2015
Q3
$1.54M Sell
14,374
-220
-2% -$23.5K 2.03% 20
2015
Q2
$1.64M Sell
14,594
-330
-2% -$37.1K 1.82% 25
2015
Q1
$1.7M Sell
14,924
-375
-2% -$42.6K 1.88% 24
2014
Q4
$1.74M Buy
+15,299
New +$1.74M 1.9% 25