Copperleaf Capital’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
Sell
-1,384
Closed -$399K 115
2025
Q1
$399K Hold
1,384
0.24% 79
2024
Q4
$335K Hold
1,384
0.21% 77
2024
Q3
$336K Hold
1,384
0.26% 77
2024
Q2
$298K Hold
1,384
0.24% 78
2024
Q1
$285K Buy
1,384
+1
+0.1% +$206 0.25% 75
2023
Q4
$264K Hold
1,383
0.27% 68
2023
Q3
$237K Hold
1,383
0.26% 71
2023
Q2
$247K Sell
1,383
-49
-3% -$8.74K 0.23% 68
2023
Q1
$262K Buy
1,432
+49
+4% +$8.98K 0.26% 63
2022
Q4
$235K Hold
1,383
0.27% 60
2022
Q3
$214K Hold
1,383
0.23% 67
2022
Q2
$233K Hold
1,383
0.24% 57
2022
Q1
$250K Hold
1,383
0.22% 57
2021
Q4
$236K Hold
1,383
0.2% 57
2021
Q3
$227K Hold
1,383
0.22% 57
2021
Q2
$229K Hold
1,383
0.22% 56
2021
Q1
$221K Hold
1,383
0.24% 53
2020
Q4
$247K Hold
1,383
0.21% 46
2020
Q3
$245K Hold
1,383
0.24% 50
2020
Q2
$231K Hold
1,383
0.24% 46
2020
Q1
$205K Buy
+1,383
New +$205K 0.25% 42