Independent Solutions 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 | $286K | Sell |
939
-237
| -20% | -$72.2K | 0.06% | 153 |
|
|
2025
Q1 | $339K | Sell |
1,176
-66
| -5% | -$19K | 0.08% | 140 |
|
|
2024
Q4 | $301K | Sell |
1,242
-6
| -0.5% | -$1.45K | 0.07% | 140 |
|
|
2024
Q3 | $303K | Sell |
1,248
-252
| -17% | -$61.3K | 0.07% | 141 |
|
|
2024
Q2 | $323K | Buy |
+1,500
| New | +$323K | 0.07% | 140 |
|
|
2024
Q1 | – | Sell |
-1,204
| Closed | -$230K | – | 175 |
|
|
2023
Q4 | $230K | Buy |
+1,204
| New | +$230K | 0.06% | 157 |
|
|
2023
Q3 | – | Sell |
-1,132
| Closed | -$202K | – | 210 |
|
|
2023
Q2 | $202K | Buy |
+1,132
| New | +$202K | 0.05% | 213 |
|
|
2022
Q2 | – | Sell |
-1,366
| Closed | -$247K | – | 233 |
|
|
2022
Q1 | $247K | Buy |
+1,366
| New | +$247K | 0.06% | 193 |
|