DBK Financial Counsel’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 | $800K | Sell |
2,626
-104
| -4% | -$31.7K | 0.72% | 33 |
|
|
2025
Q1 | $787K | Sell |
2,730
-174
| -6% | -$50.1K | 0.79% | 30 |
|
|
2024
Q4 | $703K | Hold |
2,904
| – | – | 0.71% | 29 |
|
|
2024
Q3 | $706K | Sell |
2,904
-100
| -3% | -$24.3K | 0.71% | 30 |
|
|
2024
Q2 | $646K | Sell |
3,004
-512
| -15% | -$110K | 0.7% | 31 |
|
|
2024
Q1 | $723K | Hold |
3,516
| – | – | 0.76% | 30 |
|
|
2023
Q4 | $672K | Hold |
3,516
| – | – | 0.77% | 27 |
|
|
2023
Q3 | $603K | Buy |
3,516
+100
| +3% | +$17.1K | 0.79% | 29 |
|
|
2023
Q2 | $609K | Hold |
3,416
| – | – | 0.82% | 25 |
|
|
2023
Q1 | $626K | Sell |
3,416
-495
| -13% | -$90.7K | 0.87% | 24 |
|
|
2022
Q4 | $663K | Hold |
3,911
| – | – | 1.06% | 26 |
|
|
2022
Q3 | $605K | Hold |
3,911
| – | – | 1.05% | 22 |
|
|
2022
Q2 | $659K | Sell |
3,911
-25
| -0.6% | -$4.21K | 1.07% | 21 |
|
|
2022
Q1 | $711K | Sell |
3,936
-50
| -1% | -$9.03K | 1.05% | 21 |
|
|
2021
Q4 | $681K | Buy |
+3,986
| New | +$681K | 0.97% | 22 |
|