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