Kellett Wealth 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
Q3 | $570K | Buy |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $205K | Buy |
|