Crestmont Private Wealth’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 | $438K | Sell |
1,438
-37
| -3% | -$11.3K | 0.16% | 49 |
|
|
2025
Q1 | $425K | Hold |
1,475
| – | – | 0.18% | 42 |
|
|
2024
Q4 | $357K | Sell |
1,475
-41
| -3% | -$9.93K | 0.16% | 45 |
|
|
2024
Q3 | $368K | Hold |
1,516
| – | – | 0.16% | 45 |
|
|
2024
Q2 | $326K | Sell |
1,516
-8
| -0.5% | -$1.72K | 0.16% | 48 |
|
|
2024
Q1 | $314K | Hold |
1,524
| – | – | 0.16% | 47 |
|
|
2023
Q4 | $291K | Hold |
1,524
| – | – | 0.15% | 40 |
|
|
2023
Q3 | $261K | Hold |
1,524
| – | – | 0.16% | 41 |
|
|
2023
Q2 | $272K | Hold |
1,524
| – | – | 0.16% | 42 |
|
|
2023
Q1 | $279K | Hold |
1,524
| – | – | 0.18% | 40 |
|
|
2022
Q4 | $259K | Hold |
1,524
| – | – | 0.18% | 35 |
|
|
2022
Q3 | $236K | Sell |
1,524
-60
| -4% | -$9.29K | 0.18% | 21 |
|
|
2022
Q2 | $267K | Sell |
1,584
-36
| -2% | -$6.07K | 0.26% | 17 |
|
|
2022
Q1 | $293K | Hold |
1,620
| – | – | 0.28% | 16 |
|
|
2021
Q4 | $277K | Buy |
+1,620
| New | +$277K | 0.26% | 13 |
|