First Business Financial Services’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 | $1.58M | Sell |
5,180
-720
| -12% | -$219K | 0.14% | 65 |
|
2025
Q1 | $1.7M | Buy |
5,900
+400
| +7% | +$115K | 0.17% | 63 |
|
2024
Q4 | $1.33M | Hold |
5,500
| – | – | 0.13% | 70 |
|
2024
Q3 | $1.34M | Hold |
5,500
| – | – | 0.13% | 67 |
|
2024
Q2 | $1.18M | Hold |
5,500
| – | – | 0.13% | 71 |
|
2024
Q1 | $1.13M | Hold |
5,500
| – | – | 0.12% | 72 |
|
2023
Q4 | $1.05M | Hold |
5,500
| – | – | 0.12% | 73 |
|
2023
Q3 | $943K | Hold |
5,500
| – | – | 0.12% | 80 |
|
2023
Q2 | $980K | Buy |
5,500
+3,500
| +175% | +$624K | 0.12% | 77 |
|
2023
Q1 | $366K | Hold |
2,000
| – | – | 0.05% | 120 |
|
2022
Q4 | $339K | Sell |
2,000
-100
| -5% | -$17K | 0.05% | 120 |
|
2022
Q3 | $325K | Hold |
2,100
| – | – | 0.05% | 123 |
|
2022
Q2 | $354K | Hold |
2,100
| – | – | 0.05% | 115 |
|
2022
Q1 | $379K | Hold |
2,100
| – | – | 0.04% | 120 |
|
2021
Q4 | $359K | Buy |
2,100
+100
| +5% | +$17.1K | 0.04% | 124 |
|
2021
Q3 | $328K | Hold |
2,000
| – | – | 0.04% | 127 |
|
2021
Q2 | $331K | Hold |
2,000
| – | – | 0.04% | 126 |
|
2021
Q1 | $320K | Hold |
2,000
| – | – | 0.04% | 114 |
|
2020
Q4 | $357K | Hold |
2,000
| – | – | 0.05% | 100 |
|
2020
Q3 | $354K | Hold |
2,000
| – | – | 0.06% | 93 |
|
2020
Q2 | $335K | Hold |
2,000
| – | – | 0.06% | 91 |
|
2020
Q1 | $296K | Hold |
2,000
| – | – | 0.06% | 90 |
|
2019
Q4 | $286K | Hold |
2,000
| – | – | 0.05% | 107 |
|
2019
Q3 | $278K | Hold |
2,000
| – | – | 0.05% | 99 |
|
2019
Q2 | $266K | Hold |
2,000
| – | – | 0.05% | 105 |
|
2019
Q1 | $244K | Buy |
+2,000
| New | +$244K | 0.04% | 95 |
|
2013
Q4 | – | Sell |
-2,387
| Closed | -$306K | – | 53 |
|
2013
Q3 | $306K | Hold |
2,387
| – | – | 0.16% | 17 |
|
2013
Q2 | $284K | Buy |
+2,387
| New | +$284K | 0.17% | 20 |
|