Congress Wealth Management’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 | $11.5M | Buy |
37,851
+6,053
| +19% | +$1.85M | 0.11% | 219 |
|
|
2025
Q1 | $9.12M | Buy |
31,798
+10,357
| +48% | +$2.97M | 0.11% | 225 |
|
|
2024
Q4 | $5.19M | Buy |
21,441
+1,181
| +6% | +$286K | 0.07% | 280 |
|
|
2024
Q3 | $4.92M | Buy |
20,260
+19,294
| +1,997% | +$4.69M | 0.07% | 296 |
|
|
2024
Q2 | $208K | Sell |
966
-15
| -2% | -$3.23K | ﹤0.01% | 705 |
|
|
2024
Q1 | $202K | Sell |
981
-2,306
| -70% | -$474K | ﹤0.01% | 573 |
|
|
2023
Q4 | $628K | Buy |
+3,287
| New | +$628K | 0.01% | 438 |
|
|
2022
Q1 | – | Sell |
-1,603
| Closed | -$274K | – | 610 |
|
|
2021
Q4 | $274K | Buy |
+1,603
| New | +$274K | 0.01% | 551 |
|