Kavar Capital Partners Group’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 | $267K | Hold |
875
| – | – | 0.04% | 166 |
|
|
2025
Q1 | $252K | Buy |
+875
| New | +$252K | 0.04% | 157 |
|
|
2024
Q2 | – | Sell |
-1,445
| Closed | -$297K | – | 167 |
|
|
2024
Q1 | $297K | Buy |
+1,445
| New | +$297K | 0.05% | 134 |
|
|
2021
Q1 | – | Sell |
-1,136
| Closed | -$203K | – | 146 |
|
|
2020
Q4 | $203K | Sell |
1,136
-150
| -12% | -$26.8K | 0.06% | 146 |
|
|
2020
Q3 | $228K | Buy |
+1,286
| New | +$228K | 0.08% | 130 |
|
|
2019
Q3 | – | Sell |
-850
| Closed | -$113K | – | 262 |
|
|
2019
Q2 | $113K | Buy |
+850
| New | +$113K | 0.04% | 157 |
|
|
2018
Q3 | – | Sell |
-1,035
| Closed | -$123K | – | 226 |
|
|
2018
Q2 | $123K | Hold |
1,035
| – | – | 0.06% | 132 |
|
|
2018
Q1 | $130K | Buy |
+1,035
| New | +$130K | 0.07% | 130 |
|
|
2016
Q1 | – | Sell |
-925
| Closed | -$93K | – | 196 |
|
|
2015
Q4 | $93K | Hold |
925
| – | – | 0.06% | 134 |
|
|
2015
Q3 | $98K | Hold |
925
| – | – | 0.07% | 131 |
|
|
2015
Q2 | $103K | Buy |
+925
| New | +$103K | 0.07% | 144 |
|
|
2014
Q4 | – | Sell |
-2,029
| Closed | -$236K | – | 127 |
|
|
2014
Q3 | $236K | Buy |
2,029
+75
| +4% | +$8.72K | 0.2% | 116 |
|
|
2014
Q2 | $250K | Sell |
1,954
-3,750
| -66% | -$480K | 0.21% | 117 |
|
|
2014
Q1 | $705K | Sell |
5,704
-116
| -2% | -$14.3K | 0.58% | 71 |
|
|
2013
Q4 | $675K | Buy |
+5,820
| New | +$675K | 0.6% | 69 |
|