Golden State 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 | $4.13M | Sell |
13,556
-127
| -0.9% | -$38.7K | 0.5% | 38 |
|
|
2025
Q1 | $3.94M | Buy |
13,683
+515
| +4% | +$148K | 0.59% | 35 |
|
|
2024
Q4 | $3.19M | Buy |
+13,168
| New | +$3.19M | 0.48% | 42 |
|
|
2022
Q1 | $975K | Buy |
5,398
+3,040
| +129% | +$549K | 0.19% | 105 |
|
|
2021
Q4 | $403K | Sell |
2,358
-83
| -3% | -$14.2K | 0.07% | 245 |
|
|
2021
Q3 | $401K | Buy |
2,441
+144
| +6% | +$23.7K | 0.09% | 188 |
|
|
2021
Q2 | $380K | Buy |
2,297
+431
| +23% | +$71.3K | 0.08% | 197 |
|
|
2021
Q1 | $298K | Buy |
1,866
+461
| +33% | +$73.6K | 0.1% | 150 |
|
|
2020
Q4 | $251K | Sell |
1,405
-55
| -4% | -$9.83K | 0.07% | 204 |
|
|
2020
Q3 | $259K | Buy |
+1,460
| New | +$259K | 0.09% | 162 |
|
|
2020
Q2 | – | Sell |
-588
| Closed | -$87K | – | 455 |
|
|
2020
Q1 | $87K | Sell |
588
-170,375
| -100% | -$25.2M | 0.04% | 268 |
|
|
2019
Q4 | $24.4M | Buy |
170,963
+169,612
| +12,555% | +$24.2M | 4.67% | 9 |
|
|
2019
Q3 | $188K | Buy |
1,351
+763
| +130% | +$106K | 0.06% | 212 |
|
|
2019
Q2 | $78K | Sell |
588
-1,850
| -76% | -$245K | 0.02% | 372 |
|
|
2019
Q1 | $297K | Buy |
+2,438
| New | +$297K | 0.1% | 169 |
|