HB 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 | $17.1M | Sell |
56,228
-18,859
| -25% | -$5.75M | 0.14% | 84 |
|
2025
Q1 | $21.6M | Buy |
75,087
+24,273
| +48% | +$6.99M | 0.18% | 74 |
|
2024
Q4 | $12.3M | Buy |
50,814
+2,492
| +5% | +$603K | 0.13% | 82 |
|
2024
Q3 | $11.7M | Sell |
48,322
-1,291
| -3% | -$314K | 0.13% | 83 |
|
2024
Q2 | $10.7M | Sell |
49,613
-6,729
| -12% | -$1.45M | 0.12% | 83 |
|
2024
Q1 | $11.6M | Buy |
56,342
+36,161
| +179% | +$7.44M | 0.15% | 74 |
|
2023
Q4 | $3.86M | Sell |
20,181
-734
| -4% | -$140K | 0.06% | 158 |
|
2023
Q3 | $3.59M | Buy |
20,915
+369
| +2% | +$63.3K | 0.06% | 154 |
|
2023
Q2 | $3.66M | Buy |
20,546
+2,774
| +16% | +$495K | 0.06% | 150 |
|
2023
Q1 | $3.26M | Sell |
17,772
-398
| -2% | -$72.9K | 0.06% | 152 |
|
2022
Q4 | $3.08M | Buy |
18,170
+3,080
| +20% | +$522K | 0.06% | 151 |
|
2022
Q3 | $2.33M | Buy |
15,090
+95
| +0.6% | +$14.7K | 0.05% | 164 |
|
2022
Q2 | $2.53M | Sell |
14,995
-785
| -5% | -$132K | 0.05% | 153 |
|
2022
Q1 | $2.85M | Buy |
15,780
+2,605
| +20% | +$471K | 0.05% | 148 |
|
2021
Q4 | $2.25M | Buy |
+13,175
| New | +$2.25M | 0.05% | 150 |
|