GoalFusion Wealth 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 | $4.72M | Buy |
15,475
+355
| +2% | +$108K | 2.42% | 10 |
|
|
2025
Q1 | $4.36M | Sell |
15,120
-193
| -1% | -$55.6K | 2.38% | 10 |
|
|
2024
Q4 | $3.71M | Buy |
15,313
+306
| +2% | +$74.1K | 2.02% | 11 |
|
|
2024
Q3 | $3.65M | Buy |
15,007
+519
| +4% | +$126K | 2.02% | 11 |
|
|
2024
Q2 | $3.12M | Sell |
14,488
-304
| -2% | -$65.4K | 1.94% | 11 |
|
|
2024
Q1 | $3.04M | Sell |
14,792
-39
| -0.3% | -$8.02K | 1.94% | 11 |
|
|
2023
Q4 | $2.84M | Sell |
14,831
-2,684
| -15% | -$513K | 1.93% | 11 |
|
|
2023
Q3 | $3M | Sell |
17,515
-881
| -5% | -$151K | 2.23% | 11 |
|
|
2023
Q2 | $3.28M | Sell |
18,396
-1,002
| -5% | -$179K | 2.42% | 10 |
|
|
2023
Q1 | $3.55M | Sell |
19,398
-129
| -0.7% | -$23.6K | 2.79% | 8 |
|
|
2022
Q4 | $3.5M | Buy |
19,527
+468
| +2% | +$84K | 2.82% | 8 |
|
|
2022
Q3 | $2.95M | Sell |
19,059
-307
| -2% | -$47.5K | 2.79% | 8 |
|
|
2022
Q2 | $3.26M | Buy |
19,366
+1,863
| +11% | +$314K | 3.06% | 8 |
|
|
2022
Q1 | $3.16M | Buy |
+17,503
| New | +$3.16M | 2.72% | 8 |
|