Herold Advisors’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
$1.74M Sell
5,715
-899
-14% -$274K 0.37% 77
2025
Q1
$1.91M Sell
6,614
-50
-0.8% -$14.4K 0.42% 70
2024
Q4
$1.61M Sell
6,664
-321
-5% -$77.7K 0.35% 78
2024
Q3
$1.7M Buy
6,985
+1,030
+17% +$250K 0.37% 76
2024
Q2
$1.28M Hold
5,955
0.3% 92
2024
Q1
$1.23M Hold
5,955
0.3% 99
2023
Q4
$1.14M Hold
5,955
0.31% 93
2023
Q3
$1.02M Hold
5,955
0.31% 95
2023
Q2
$1.06M Sell
5,955
-125
-2% -$22.3K 0.33% 91
2023
Q1
$1.11M Buy
6,080
+875
+17% +$160K 0.39% 80
2022
Q4
$883K Buy
5,205
+1,300
+33% +$221K 0.37% 85
2022
Q3
$603K Buy
3,905
+350
+10% +$54K 0.29% 95
2022
Q2
$598K Buy
3,555
+118
+3% +$19.8K 0.27% 104
2022
Q1
$621K Buy
3,437
+125
+4% +$22.6K 0.22% 111
2021
Q4
$566K Sell
3,312
-450
-12% -$76.9K 0.22% 116
2021
Q3
$617K Buy
+3,762
New +$617K 0.24% 110