Concord Wealth Partners’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 | $207K | Buy |
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|
2025
Q1 | $158K | Hold |
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|
2024
Q4 | $133K | Sell |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $201K | Hold |
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|
2022
Q4 | $186K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $167K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Buy |
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