Cypress Wealth Services’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 | $474K | Buy |
1,556
+210
| +16% | +$64K | 0.08% | 179 |
|
|
2025
Q1 | $388K | Sell |
1,346
-196
| -13% | -$56.5K | 0.08% | 183 |
|
|
2024
Q4 | $373K | Sell |
1,542
-58
| -4% | -$14K | 0.08% | 181 |
|
|
2024
Q3 | $389K | Buy |
1,600
+239
| +18% | +$58.1K | 0.08% | 182 |
|
|
2024
Q2 | $293K | Sell |
1,361
-76
| -5% | -$16.3K | 0.07% | 194 |
|
|
2024
Q1 | $296K | Buy |
1,437
+25
| +2% | +$5.14K | 0.07% | 201 |
|
|
2023
Q4 | $270K | Hold |
1,412
| – | – | 0.07% | 195 |
|
|
2023
Q3 | $242K | Hold |
1,412
| – | – | 0.07% | 204 |
|
|
2023
Q2 | $256K | Sell |
1,412
-90
| -6% | -$16.3K | 0.07% | 201 |
|
|
2023
Q1 | $275K | Sell |
1,502
-510
| -25% | -$93.4K | 0.08% | 193 |
|
|
2022
Q4 | $341K | Hold |
2,012
| – | – | 0.11% | 163 |
|
|
2022
Q3 | $318K | Buy |
+2,012
| New | +$318K | 0.11% | 162 |
|
|
2022
Q2 | – | Sell |
-1,112
| Closed | -$201K | – | 239 |
|
|
2022
Q1 | $201K | Buy |
+1,112
| New | +$201K | 0.05% | 234 |
|