Glassman Wealth Services’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
2026
Q1
$558K Hold
1,297
0.08% 42
2025
Q4
$514K Hold
1,297
0.07% 47
2025
Q3
$461K Hold
1,297
0.06% 48
2025
Q2
$395K Hold
1,297
0.06% 50
2025
Q1
$374K Hold
1,297
0.06% 46
2024
Q4
$314K Hold
1,297
0.05% 51
2024
Q3
$315K Buy
1,297
+375
+41% +$85.9K 0.05% 55
2024
Q2
$198K Sell
922
-60
-6% -$13K 0.04% 70
2024
Q1
$202K Buy
982
+7
+0.7% +$1.34K 0.04% 67
2023
Q4
$186K Hold
975
0.03% 201
2023
Q3
$167K Buy
975
+55
+6% +$9.83K 0.03% 193
2023
Q2
$164K Hold
920
0.03% 193
2023
Q1
$169K Sell
920
-33
-3% -$5.81K 0.03% 190
2022
Q4
$162K Hold
953
0.03% 204
2022
Q3
$147K Sell
953
-298
-24% -$47.9K 0.03% 190
2022
Q2
$211K Buy
1,251
+1,196
+2,175% +$209K 0.04% 151
2022
Q1
$10K Buy
+55
New +$9.65K ﹤0.01% 826
2021
Q4
Sell
-55
Closed -$9K 1737
2021
Q3
$9K Hold
55
﹤0.01% 793
2021
Q2
$9K Hold
55
﹤0.01% 774
2021
Q1
$9K Hold
55
﹤0.01% 739
2020
Q4
$10K Buy
55
+10
+22% +$1.76K ﹤0.01% 711
2020
Q3
$8K Buy
45
+25
+125% +$4.49K ﹤0.01% 669
2020
Q2
$3K Hold
20
﹤0.01% 748
2020
Q1
$3K Hold
20
﹤0.01% 609
2019
Q4
$3K Hold
20
﹤0.01% 675
2019
Q3
$3K Sell
20
-402
-95% -$55.9K ﹤0.01% 622
2019
Q2
$56K Buy
+422
New +$52.2K 0.02% 226
2017
Q1
Sell
-80
Closed -$9K 620
2016
Q4
$9K Buy
+80
New +$9.29K 0.01% 378
2016
Q2
Sell
-137
Closed -$16K 439
2016
Q1
$16K Buy
+137
New +$15.5K 0.01% 243

Other funds holding GLD