Cyndeo Wealth Partners’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 | $3.86M | Buy |
12,652
+123
| +1% | +$37.5K | 0.23% | 112 |
|
|
2025
Q1 | $3.61M | Sell |
12,529
-251
| -2% | -$72.3K | 0.24% | 114 |
|
|
2024
Q4 | $3.09M | Hold |
12,780
| – | – | 0.21% | 125 |
|
|
2024
Q3 | $3.11M | Buy |
12,780
+360
| +3% | +$87.5K | 0.22% | 124 |
|
|
2024
Q2 | $2.67M | Sell |
12,420
-51
| -0.4% | -$11K | 0.21% | 132 |
|
|
2024
Q1 | $2.57M | Sell |
12,471
-261
| -2% | -$53.7K | 0.21% | 134 |
|
|
2023
Q4 | $2.43M | Buy |
12,732
+261
| +2% | +$49.9K | 0.23% | 121 |
|
|
2023
Q3 | $2.14M | Hold |
12,471
| – | – | 0.22% | 118 |
|
|
2023
Q2 | $2.22M | Buy |
12,471
+109
| +0.9% | +$19.4K | 0.23% | 115 |
|
|
2023
Q1 | $2.26M | Buy |
12,362
+55
| +0.4% | +$10.1K | 0.24% | 115 |
|
|
2022
Q4 | $2.09M | Buy |
+12,307
| New | +$2.09M | 0.25% | 125 |
|