Innova 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 | $7.61M | Sell |
24,974
-7,076
| -22% | -$2.16M | 4.47% | 2 |
|
2025
Q1 | $9.23M | Buy |
32,050
+15,968
| +99% | +$4.6M | 5.72% | 3 |
|
2024
Q4 | $3.89M | Buy |
+16,082
| New | +$3.89M | 2.45% | 12 |
|
2024
Q3 | – | Sell |
-17,200
| Closed | -$3.7M | – | 97 |
|
2024
Q2 | $3.7M | Sell |
17,200
-7,924
| -32% | -$1.7M | 2.65% | 15 |
|
2024
Q1 | $5.17M | Sell |
25,124
-15,151
| -38% | -$3.12M | 3.99% | 6 |
|
2023
Q4 | $7.7M | Sell |
40,275
-5,083
| -11% | -$972K | 6.63% | 3 |
|
2023
Q3 | $7.78M | Buy |
45,358
+6,862
| +18% | +$1.18M | 6.99% | 4 |
|
2023
Q2 | $6.86M | Buy |
38,496
+511
| +1% | +$91.1K | 5.84% | 3 |
|
2023
Q1 | $6.96M | Buy |
37,985
+691
| +2% | +$127K | 6.1% | 4 |
|
2022
Q4 | $6.33M | Buy |
37,294
+32,392
| +661% | +$5.49M | 5.56% | 3 |
|
2022
Q3 | $758K | Sell |
4,902
-26,295
| -84% | -$4.07M | 0.69% | 15 |
|
2022
Q2 | $5.26M | Sell |
31,197
-9,672
| -24% | -$1.63M | 4.42% | 4 |
|
2022
Q1 | $7.38M | Buy |
40,869
+23,669
| +138% | +$4.28M | 5.31% | 4 |
|
2021
Q4 | $2.94M | Buy |
17,200
+14,892
| +645% | +$2.55M | 2.08% | 16 |
|
2021
Q3 | $379K | Sell |
2,308
-16,859
| -88% | -$2.77M | 0.3% | 45 |
|
2021
Q2 | $3.18M | Buy |
19,167
+17,252
| +901% | +$2.86M | 2.5% | 18 |
|
2021
Q1 | $306K | Sell |
1,915
-10,191
| -84% | -$1.63M | 0.26% | 44 |
|
2020
Q4 | $2.16M | Buy |
+12,106
| New | +$2.16M | 2.02% | 19 |
|