Clearstead Advisors’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 | $10.2M | Sell |
33,482
-7,847
| -19% | -$2.39M | 0.14% | 128 |
|
2025
Q1 | $11.9M | Buy |
41,329
+738
| +2% | +$213K | 0.18% | 110 |
|
2024
Q4 | $9.83M | Buy |
40,591
+1,128
| +3% | +$273K | 0.15% | 130 |
|
2024
Q3 | $9.59M | Buy |
39,463
+185
| +0.5% | +$45K | 0.15% | 133 |
|
2024
Q2 | $8.45M | Buy |
39,278
+25,881
| +193% | +$5.56M | 0.14% | 134 |
|
2024
Q1 | $2.9M | Buy |
13,397
+2,772
| +26% | +$599K | 0.14% | 118 |
|
2023
Q4 | $2.03M | Sell |
10,625
-11,925
| -53% | -$2.28M | 0.11% | 149 |
|
2023
Q3 | $3.87M | Buy |
22,550
+10,558
| +88% | +$1.81M | 0.11% | 145 |
|
2023
Q2 | $2.14M | Sell |
11,992
-345
| -3% | -$61.5K | 0.13% | 135 |
|
2023
Q1 | $2.26M | Buy |
12,337
+1,843
| +18% | +$338K | 0.16% | 109 |
|
2022
Q4 | $1.78M | Sell |
10,494
-8,489
| -45% | -$1.44M | 0.14% | 129 |
|
2022
Q3 | $2.94M | Sell |
18,983
-4,392
| -19% | -$679K | 0.27% | 77 |
|
2022
Q2 | $3.94M | Sell |
23,375
-854
| -4% | -$144K | 0.31% | 70 |
|
2022
Q1 | $4.38M | Buy |
24,229
+766
| +3% | +$138K | 0.3% | 69 |
|
2021
Q4 | $4.01M | Buy |
23,463
+1,614
| +7% | +$276K | 0.27% | 75 |
|
2021
Q3 | $3.59M | Sell |
21,849
-547
| -2% | -$89.8K | 0.27% | 75 |
|
2021
Q2 | $3.71M | Buy |
22,396
+52
| +0.2% | +$8.61K | 0.29% | 70 |
|
2021
Q1 | $3.57M | Sell |
22,344
-369
| -2% | -$59K | 0.3% | 67 |
|
2020
Q4 | $4.05M | Sell |
22,713
-306
| -1% | -$54.6K | 0.37% | 61 |
|
2020
Q3 | $4.08M | Buy |
23,019
+10,595
| +85% | +$1.88M | 0.44% | 50 |
|
2020
Q2 | $2.08M | Buy |
12,424
+2,198
| +21% | +$368K | 0.24% | 83 |
|
2020
Q1 | $1.51M | Buy |
10,226
+3,534
| +53% | +$523K | 0.22% | 84 |
|
2019
Q4 | $956K | Buy |
6,692
+40
| +0.6% | +$5.71K | 0.12% | 130 |
|
2019
Q3 | $924K | Buy |
6,652
+1,906
| +40% | +$265K | 0.12% | 123 |
|
2019
Q2 | $632K | Sell |
4,746
-1,103
| -19% | -$147K | 0.08% | 148 |
|
2019
Q1 | $714K | Buy |
5,849
+769
| +15% | +$93.9K | 0.1% | 133 |
|
2018
Q4 | $616K | Sell |
5,080
-250
| -5% | -$30.3K | 0.1% | 142 |
|
2018
Q3 | $601K | Buy |
5,330
+732
| +16% | +$82.5K | 0.08% | 135 |
|
2018
Q2 | $546K | Sell |
4,598
-341
| -7% | -$40.5K | 0.08% | 138 |
|
2018
Q1 | $621K | Sell |
4,939
-7,047
| -59% | -$886K | 0.09% | 128 |
|
2017
Q4 | $1.48M | Sell |
11,986
-4,231
| -26% | -$523K | 0.2% | 86 |
|
2017
Q3 | $1.97M | Buy |
16,217
+269
| +2% | +$32.7K | 0.26% | 71 |
|
2017
Q2 | $1.88M | Buy |
15,948
+33
| +0.2% | +$3.89K | 0.27% | 68 |
|
2017
Q1 | $1.89M | Buy |
15,915
+1,781
| +13% | +$211K | 0.27% | 66 |
|
2016
Q4 | $1.55M | Buy |
+14,134
| New | +$1.55M | 0.25% | 69 |
|