Graves Light Lenhart Wealth’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 | $293K | Hold |
962
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $277K | Hold |
962
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $233K | Hold |
962
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $234K | Hold |
962
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $207K | Buy |
+962
| New | +$207K | 0.02% | 172 |
|
|
2023
Q3 | – | Sell |
-1,162
| Closed | -$207K | – | 180 |
|
|
2023
Q2 | $207K | Hold |
1,162
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $213K | Sell |
1,162
-25
| -2% | -$4.58K | 0.03% | 156 |
|
|
2022
Q4 | $201K | Buy |
+1,187
| New | +$201K | 0.03% | 159 |
|
|
2022
Q3 | – | Sell |
-1,275
| Closed | -$215K | – | 324 |
|
|
2022
Q2 | $215K | Hold |
1,275
| – | – | 0.03% | 160 |
|
|
2022
Q1 | $230K | Hold |
1,275
| – | – | 0.03% | 165 |
|
|
2021
Q4 | $218K | Hold |
1,275
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $209K | Hold |
1,275
| – | – | 0.03% | 172 |
|
|
2021
Q2 | $211K | Hold |
1,275
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $204K | Buy |
1,275
+238
| +23% | +$38.1K | 0.04% | 175 |
|
|
2020
Q4 | $185K | Sell |
1,037
-200
| -16% | -$35.7K | 0.03% | 173 |
|
|
2020
Q3 | $219K | Buy |
+1,237
| New | +$219K | 0.05% | 147 |
|