DHK Financial Advisors’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 | $9.09M | Buy |
29,804
+1,129
| +4% | +$344K | 5.22% | 4 |
|
|
2025
Q1 | $8.26M | Buy |
28,675
+1,126
| +4% | +$324K | 4.53% | 5 |
|
|
2024
Q4 | $6.67M | Buy |
27,549
+902
| +3% | +$218K | 4.05% | 4 |
|
|
2024
Q3 | $6.48M | Sell |
26,647
-316
| -1% | -$76.8K | 3.97% | 4 |
|
|
2024
Q2 | $5.8M | Buy |
26,963
+1,150
| +4% | +$247K | 4.05% | 4 |
|
|
2024
Q1 | $5.31M | Hold |
25,813
| – | – | 3.76% | 5 |
|
|
2023
Q4 | $4.93M | Hold |
25,813
| – | – | 3.7% | 6 |
|
|
2023
Q3 | $4.43M | Buy |
25,813
+248
| +1% | +$42.5K | 3.94% | 6 |
|
|
2023
Q2 | $4.56M | Buy |
25,565
+467
| +2% | +$83.3K | 3.88% | 6 |
|
|
2023
Q1 | $4.6M | Buy |
25,098
+198
| +0.8% | +$36.3K | 5.71% | 4 |
|
|
2022
Q4 | $4.22M | Buy |
24,900
+1,904
| +8% | +$323K | 5.87% | 4 |
|
|
2022
Q3 | $3.56M | Buy |
22,996
+3,296
| +17% | +$510K | 5.84% | 4 |
|
|
2022
Q2 | $3.32M | Buy |
19,700
+3,883
| +25% | +$654K | 3.17% | 7 |
|
|
2022
Q1 | $2.86M | Buy |
15,817
+3,870
| +32% | +$699K | 2.41% | 10 |
|
|
2021
Q4 | $2.04M | Buy |
+11,947
| New | +$2.04M | 1.92% | 17 |
|