Kelleher Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $750K | Sell |
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|
2023
Q4 | $767K | Sell |
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|
2023
Q3 | $932K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $2.22M | Hold |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $992K | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.04M | Hold |
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|
2020
Q1 | $917K | Sell |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $891K | Hold |
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|
2019
Q2 | $855K | Buy |
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|
2018
Q4 | $791K | Buy |
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|
2018
Q3 | $727K | Buy |
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|
2018
Q2 | $722K | Buy |
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|
2018
Q1 | $785K | Buy |
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|
2017
Q4 | $505K | Buy |
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