Evergreen Capital Management’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
$3.77M Sell
12,356
-3,834
-24% -$1.17M 0.11% 186
2025
Q1
$4.66M Sell
16,190
-861
-5% -$248K 0.16% 156
2024
Q4
$4.13M Buy
17,051
+40
+0.2% +$9.69K 0.13% 168
2024
Q3
$4.13M Hold
17,011
0.14% 173
2024
Q2
$3.66M Sell
17,011
-3,885
-19% -$835K 0.13% 174
2024
Q1
$4.3M Sell
20,896
-2,006
-9% -$413K 0.16% 150
2023
Q4
$4.38M Buy
22,902
+660
+3% +$126K 0.18% 150
2023
Q3
$3.81M Sell
22,242
-1,390
-6% -$238K 0.17% 153
2023
Q2
$4.21M Buy
23,632
+4,657
+25% +$830K 0.18% 154
2023
Q1
$3.48M Buy
18,975
+3,250
+21% +$595K 0.16% 158
2022
Q4
$2.67M Buy
15,725
+518
+3% +$87.9K 0.13% 189
2022
Q3
$2.35M Buy
15,207
+2,472
+19% +$382K 0.12% 197
2022
Q2
$2.15M Buy
12,735
+1,645
+15% +$277K 0.11% 198
2022
Q1
$2M Buy
11,090
+825
+8% +$149K 0.08% 222
2021
Q4
$1.76M Hold
10,265
0.07% 225
2021
Q3
$1.69M Hold
10,265
0.08% 225
2021
Q2
$1.7M Hold
10,265
0.08% 218
2021
Q1
$1.64M Buy
10,265
+230
+2% +$36.8K 0.08% 211
2020
Q4
$1.79M Buy
10,035
+5
+0% +$892 0.1% 179
2020
Q3
$1.78M Buy
10,030
+1,000
+11% +$177K 0.12% 157
2020
Q2
$1.51M Buy
9,030
+700
+8% +$117K 0.11% 159
2020
Q1
$1.23M Sell
8,330
-672
-7% -$99.5K 0.12% 148
2019
Q4
$1.29M Buy
9,002
+900
+11% +$129K 0.11% 149
2019
Q3
$1.13M Hold
8,102
0.1% 153
2019
Q2
$1.08M Sell
8,102
-368
-4% -$49K 0.1% 157
2019
Q1
$1.03M Sell
8,470
-27
-0.3% -$3.29K 0.1% 151
2018
Q4
$1.03M Buy
8,497
+75
+0.9% +$9.09K 0.11% 149
2018
Q3
$950K Buy
8,422
+3,055
+57% +$345K 0.08% 164
2018
Q2
$637K Sell
5,367
-100
-2% -$11.9K 0.06% 196
2018
Q1
$688K Hold
5,467
0.07% 176
2017
Q4
$676K Buy
+5,467
New +$676K 0.07% 159