Ethos Financial Group’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
$12.4M Buy
40,648
+23,583
+138% +$7.19M 1.07% 21
2025
Q1
$4.8M Buy
17,065
+146
+0.9% +$41.1K 0.46% 56
2024
Q4
$4.1M Buy
16,919
+14,496
+598% +$3.51M 0.53% 52
2024
Q3
$589K Sell
2,423
-6,105
-72% -$1.48M 0.1% 116
2024
Q2
$1.83M Buy
8,528
+4,564
+115% +$982K 0.32% 57
2024
Q1
$815K Buy
+3,964
New +$815K 0.15% 93
2023
Q4
Sell
-2,170
Closed -$372K 281
2023
Q3
$372K Sell
2,170
-1,264
-37% -$217K 0.1% 113
2023
Q2
$629K Hold
3,434
0.21% 63
2023
Q1
$629K Buy
3,434
+25
+0.7% +$4.58K 0.2% 71
2022
Q4
$578K Buy
+3,409
New +$578K 0.2% 69