Independent Family Office’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
$9.49M Sell
31,118
-294
-0.9% -$89.6K 4.4% 7
2025
Q1
$9.05M Sell
31,412
-73
-0.2% -$21K 4.76% 6
2024
Q4
$7.62M Sell
31,485
-160
-0.5% -$38.7K 3.96% 8
2024
Q3
$7.69M Buy
31,645
+6,569
+26% +$1.6M 3.86% 8
2024
Q2
$5.39M Sell
25,076
-9,281
-27% -$2M 3.08% 8
2024
Q1
$7.07M Sell
34,357
-4,000
-10% -$823K 3.79% 7
2023
Q4
$7.33M Sell
38,357
-2,372
-6% -$453K 4.15% 6
2023
Q3
$6.98M Hold
40,729
4.36% 7
2023
Q2
$7.26M Sell
40,729
-555
-1% -$98.9K 4.4% 7
2023
Q1
$7.56M Hold
41,284
4.36% 5
2022
Q4
$7M Hold
41,284
4.21% 7
2022
Q3
$6.39M Sell
41,284
-59,291
-59% -$9.17M 3.15% 7
2022
Q2
$2.81K Buy
100,575
+53,754
+115% +$1.5K 1.39% 12
2022
Q1
$8.46M Hold
46,821
2.77% 5
2021
Q4
$8.01M Hold
46,821
3.02% 5
2021
Q3
$7.69M Hold
46,821
3.16% 6
2021
Q2
$7.76M Buy
46,821
+2,387
+5% +$395K 3.03% 7
2021
Q1
$7.11M Buy
44,434
+727
+2% +$116K 2.79% 8
2020
Q4
$7.8M Sell
43,707
-1,690
-4% -$301K 3.26% 6
2020
Q3
$8.04M Buy
45,397
+296
+0.7% +$52.4K 3.81% 5
2020
Q2
$7.55M Sell
45,101
-4,885
-10% -$817K 3.91% 5
2020
Q1
$7.4M Buy
49,986
+10,428
+26% +$1.54M 4.6% 3
2019
Q4
$5.65M Buy
+39,558
New +$5.65M 3.55% 7