Financial Advocates Investment 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 | $15.7M | Sell |
51,658
-16,123
| -24% | -$4.91M | 1.28% | 12 |
|
|
2025
Q1 | $19.5M | Buy |
67,781
+5,427
| +9% | +$1.56M | 1.37% | 10 |
|
|
2024
Q4 | $15.1M | Sell |
62,354
-369
| -0.6% | -$89.3K | 0.86% | 20 |
|
|
2024
Q3 | $15.2M | Buy |
62,723
+1,823
| +3% | +$443K | 0.86% | 18 |
|
|
2024
Q2 | $13.1M | Buy |
60,900
+779
| +1% | +$167K | 0.81% | 18 |
|
|
2024
Q1 | $12.4M | Sell |
60,121
-720
| -1% | -$148K | 0.72% | 24 |
|
|
2023
Q4 | $11.6M | Buy |
60,841
+1,012
| +2% | +$193K | 0.76% | 26 |
|
|
2023
Q3 | $10.3M | Sell |
59,829
-1,104
| -2% | -$190K | 0.74% | 22 |
|
|
2023
Q2 | $10.9M | Buy |
+60,933
| New | +$10.9M | 0.78% | 19 |
|
|
2023
Q1 | – | Sell |
-85,946
| Closed | -$14.6M | – | 765 |
|
|
2022
Q4 | $14.6M | Sell |
85,946
-2,943
| -3% | -$500K | 1.09% | 8 |
|
|
2022
Q3 | $13.8M | Sell |
88,889
-65,410
| -42% | -$10.1M | 1.13% | 7 |
|
|
2022
Q2 | $26M | Buy |
154,299
+7,076
| +5% | +$1.19M | 2.11% | 4 |
|
|
2022
Q1 | $26.6M | Buy |
147,223
+42,400
| +40% | +$7.66M | 1.75% | 4 |
|
|
2021
Q4 | $17.9M | Sell |
104,823
-9,577
| -8% | -$1.63M | 1.13% | 5 |
|
|
2021
Q3 | $18.7M | Sell |
114,400
-14,053
| -11% | -$2.3M | 1.27% | 6 |
|
|
2021
Q2 | $19.5M | Buy |
128,453
+13,998
| +12% | +$2.12M | 1.3% | 7 |
|
|
2021
Q1 | $18.3M | Sell |
114,455
-16,846
| -13% | -$2.7M | 1.3% | 8 |
|
|
2020
Q4 | $23.4M | Sell |
131,301
-1,084
| -0.8% | -$194K | 1.6% | 7 |
|
|
2020
Q3 | $23.5M | Buy |
+132,385
| New | +$23.5M | 2% | 6 |
|
|
2020
Q2 | – | Sell |
-101,343
| Closed | -$13.2M | – | 602 |
|
|
2020
Q1 | $13.2M | Buy |
101,343
+22,201
| +28% | +$2.89M | 1.88% | 5 |
|
|
2019
Q4 | $11.3M | Buy |
79,142
+5,873
| +8% | +$842K | 1.21% | 10 |
|
|
2019
Q3 | $10.2M | Buy |
73,269
+654
| +0.9% | +$90.8K | 1.16% | 14 |
|
|
2019
Q2 | $9.67M | Sell |
72,615
-13,792
| -16% | -$1.84M | 1.12% | 15 |
|
|
2019
Q1 | $10.5M | Buy |
86,407
+27,433
| +47% | +$3.35M | 1.31% | 11 |
|
|
2018
Q4 | $7.15M | Buy |
58,974
+9,690
| +20% | +$1.17M | 0.98% | 17 |
|
|
2018
Q3 | $5.56M | Buy |
+49,284
| New | +$5.56M | 0.62% | 36 |
|
|
2018
Q1 | – | Sell |
-33,993
| Closed | -$4.2M | – | 504 |
|
|
2017
Q4 | $4.2M | Buy |
+33,993
| New | +$4.2M | 0.57% | 40 |
|