Cox Capital 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
2024
Q1
Sell
-5,153
Closed -$985K 73
2023
Q4
$985K Buy
+5,153
New +$985K 0.64% 53
2023
Q1
Sell
-8,277
Closed -$1.4M 78
2022
Q4
$1.4M Buy
+8,277
New +$1.4M 0.91% 46