EP Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $9.95M | Buy |
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|
2024
Q3 | $9.84M | Sell |
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|
2024
Q2 | $8.71M | Buy |
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|
2024
Q1 | $8.15M | Sell |
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|
2023
Q4 | $7.92M | Buy |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $7.18M | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $811K | Sell |
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|
2020
Q1 | $773K | Buy |
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|
2019
Q4 | $721K | Sell |
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|
2019
Q3 | $760K | Buy |
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|
2019
Q2 | $648K | Sell |
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|
2019
Q1 | $653K | Sell |
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|
2018
Q4 | $3.84M | Sell |
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|
2018
Q3 | $4.71M | Sell |
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|
2018
Q2 | $4.99M | Sell |
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|
2018
Q1 | $5.32M | Buy |
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|
2017
Q4 | $202K | Sell |
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|
2017
Q3 | $206K | Sell |
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|
2017
Q2 | $229K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $519K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $489K | Sell |
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|
2015
Q4 | $462K | Buy |
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|
2015
Q3 | $421K | Hold |
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|
2015
Q2 | $442K | Sell |
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|
2015
Q1 | $470K | Buy |
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|
2014
Q4 | $449K | Sell |
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|
2014
Q3 | $649K | Sell |
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|
2014
Q2 | $1.18M | Sell |
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|
2014
Q1 | $1.15M | Sell |
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|
2013
Q4 | $1.11M | Sell |
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|
2013
Q3 | $1.27M | Buy |
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