Greystone Financial Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,744
| Closed | -$799K | – | 75 |
|
|
2022
Q2 | $799K | Sell |
4,744
-738
| -13% | -$124K | 0.25% | 60 |
|
|
2022
Q1 | $990K | Sell |
5,482
-1,813
| -25% | -$327K | 0.25% | 70 |
|
|
2021
Q4 | $1.25M | Buy |
7,295
+1,077
| +17% | +$184K | 0.3% | 64 |
|
|
2021
Q3 | $1.02M | Sell |
6,218
-1,636
| -21% | -$269K | 0.3% | 63 |
|
|
2021
Q2 | $1.3M | Sell |
7,854
-137
| -2% | -$22.7K | 0.32% | 64 |
|
|
2021
Q1 | $1.38M | Sell |
7,991
-1,342
| -14% | -$231K | 0.35% | 52 |
|
|
2020
Q4 | $1.6M | Buy |
+9,333
| New | +$1.6M | 0.44% | 54 |
|