Circle Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Buy |
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|
2025
Q1 | $8.13M | Buy |
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|
2024
Q4 | $6.39M | Sell |
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|
2024
Q3 | $6.42M | Buy |
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|
2024
Q2 | $5.38M | Sell |
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|
2024
Q1 | $5.15M | Hold |
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|
2023
Q4 | $4.78M | Buy |
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|
2023
Q3 | $3.78M | Hold |
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|
2023
Q2 | $3.93M | Buy |
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|
2023
Q1 | $2.85M | Buy |
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|
2022
Q4 | $2.57M | Hold |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.71M | Hold |
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|
2022
Q1 | $2.9M | Hold |
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|
2021
Q4 | $2.75M | Hold |
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|
2021
Q3 | $2.64M | Hold |
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|
2021
Q2 | $2.66M | Hold |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $2.79M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $445K | Hold |
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|
2018
Q2 | $469K | Hold |
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|
2018
Q1 | $497K | Hold |
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|
2017
Q4 | $488K | Hold |
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|
2017
Q3 | $480K | Hold |
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|
2017
Q2 | $466K | Hold |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $323K | Buy |
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