Icon Wealth 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 | $238K | Buy |
779
+65
| +9% | +$19.8K | 0.02% | 346 |
|
2025
Q1 | $206K | Hold |
714
| – | – | 0.02% | 349 |
|
2024
Q4 | $173K | Buy |
714
+132
| +23% | +$32K | 0.01% | 400 |
|
2024
Q3 | $141K | Hold |
582
| – | – | 0.01% | 420 |
|
2024
Q2 | $132K | Hold |
582
| – | – | 0.01% | 386 |
|
2024
Q1 | $120K | Sell |
582
-50
| -8% | -$10.3K | 0.01% | 438 |
|
2023
Q4 | $121K | Buy |
+632
| New | +$121K | 0.01% | 401 |
|