IAG Wealth Partners’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 | $228K | Sell |
749
-99
| -12% | -$30.2K | 0.03% | 105 |
|
|
2025
Q1 | $244K | Sell |
848
-54
| -6% | -$15.6K | 0.04% | 98 |
|
|
2024
Q4 | $218K | Sell |
902
-34
| -4% | -$8.23K | 0.04% | 96 |
|
|
2024
Q3 | $228K | Buy |
936
+152
| +19% | +$36.9K | 0.04% | 93 |
|
|
2024
Q2 | $169K | Buy |
784
+149
| +23% | +$32K | 0.03% | 101 |
|
|
2024
Q1 | $131K | Hold |
635
| – | – | 0.03% | 106 |
|
|
2023
Q4 | $121K | Sell |
635
-13
| -2% | -$2.49K | 0.03% | 102 |
|
|
2023
Q3 | $111K | Buy |
648
+56
| +9% | +$9.6K | 0.03% | 102 |
|
|
2023
Q2 | $106K | Buy |
592
+30
| +5% | +$5.35K | 0.03% | 112 |
|
|
2023
Q1 | $103K | Sell |
562
-153
| -21% | -$28K | 0.03% | 101 |
|
|
2022
Q4 | $121K | Sell |
715
-46
| -6% | -$7.8K | 0.04% | 89 |
|
|
2022
Q3 | $118K | Buy |
761
+161
| +27% | +$25K | 0.04% | 81 |
|
|
2022
Q2 | $101K | Buy |
600
+153
| +34% | +$25.8K | 0.03% | 88 |
|
|
2022
Q1 | $81K | Hold |
447
| – | – | 0.03% | 102 |
|
|
2021
Q4 | $76K | Hold |
447
| – | – | 0.02% | 106 |
|
|
2021
Q3 | $74K | Sell |
447
-69
| -13% | -$11.4K | 0.03% | 98 |
|
|
2021
Q2 | $86K | Buy |
516
+19
| +4% | +$3.17K | 0.03% | 81 |
|
|
2021
Q1 | $80K | Hold |
497
| – | – | 0.03% | 83 |
|
|
2020
Q4 | $89K | Buy |
497
+46
| +10% | +$8.24K | 0.04% | 78 |
|
|
2020
Q3 | $80K | Hold |
451
| – | – | 0.04% | 78 |
|
|
2020
Q2 | $76K | Hold |
451
| – | – | 0.04% | 80 |
|
|
2020
Q1 | $67K | Sell |
451
-409
| -48% | -$60.8K | 0.04% | 80 |
|
|
2019
Q4 | $123K | Buy |
+860
| New | +$123K | 0.08% | 59 |
|