Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020
Q4
$290K Hold
2020
Q3
$288K Hold
2020
Q2
$272K Hold
2020
Q1
$240K Sell
2019
Q4
$240K Hold
2019
Q3
$233K Hold
2019
Q2
$223K Hold
2019
Q1
$205K Hold
2018
Q4
$203K Sell
2018
Q3
$432K Buy
2018
Q2
$286K Buy
2018
Q1
$294K Hold
2017
Q4
$299K Sell
2017
Q3
$305K Hold
2017
Q2
$296K Sell
2017
Q1
$348K Sell
2016
Q4
$730K Buy
2016
Q3
$559K Buy
2016
Q2
$474K Hold
2016
Q1
$441K Buy
2015
Q4
$333K Buy