Colony Family Offices’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
$229K Hold
752
0.06% 52
2025
Q1
$217K Buy
+752
New +$217K 0.07% 52
2024
Q2
Sell
-4,343
Closed -$893K 63
2024
Q1
$893K Hold
4,343
0.29% 39
2023
Q4
$830K Buy
+4,343
New +$830K 0.29% 38
2022
Q4
Sell
-1,360
Closed -$210K 78
2022
Q3
$210K Buy
+1,360
New +$210K 0.09% 67