Keebeck 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
$2.33M Buy
7,659
+59
+0.8% +$18K 0.31% 87
2025
Q1
$2.19M Buy
7,600
+1,107
+17% +$319K 0.32% 88
2024
Q4
$1.57M Sell
6,493
-1,622
-20% -$393K 0.23% 104
2024
Q3
$1.97M Sell
8,115
-2,465
-23% -$599K 0.29% 92
2024
Q2
$2.27M Hold
10,580
0.33% 85
2024
Q1
$2.18M Sell
10,580
-200
-2% -$41.1K 0.32% 85
2023
Q4
$2.06M Buy
10,780
+475
+5% +$90.8K 0.34% 81
2023
Q3
$1.77M Sell
10,305
-711
-6% -$122K 0.31% 85
2023
Q2
$1.96M Buy
11,016
+50
+0.5% +$8.91K 0.27% 89
2023
Q1
$2.01M Sell
10,966
-3,095
-22% -$567K 0.32% 79
2022
Q4
$2.39M Buy
14,061
+2,000
+17% +$339K 0.42% 60
2022
Q3
$1.87M Sell
12,061
-725
-6% -$112K 0.36% 66
2022
Q2
$2.15M Sell
12,786
-303
-2% -$51K 0.41% 62
2022
Q1
$2.37M Buy
13,089
+1,240
+10% +$224K 0.39% 61
2021
Q4
$2.03M Buy
11,849
+2,075
+21% +$355K 0.36% 67
2021
Q3
$1.61M Sell
9,774
-4,263
-30% -$700K 0.32% 75
2021
Q2
$2.33M Sell
14,037
-439
-3% -$72.7K 0.34% 63
2021
Q1
$2.32M Sell
14,476
-4,180
-22% -$669K 0.36% 57
2020
Q4
$3.33M Buy
+18,656
New +$3.33M 0.58% 40
2020
Q1
Sell
-12,072
Closed -$1.73M 221
2019
Q4
$1.73M Buy
+12,072
New +$1.73M 0.55% 47