Kellett Wealth Advisors’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 | $354K | Hold |
1,160
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $334K | Hold |
1,160
| – | – | 0.23% | 48 |
|
|
2024
Q4 | $281K | Buy |
1,160
+40
| +4% | +$9.69K | 0.19% | 52 |
|
|
2024
Q3 | $272K | Hold |
1,120
| – | – | 0.19% | 60 |
|
|
2024
Q2 | $241K | Sell |
1,120
-3
| -0.3% | -$645 | 0.19% | 58 |
|
|
2024
Q1 | $231K | Hold |
1,123
| – | – | 0.16% | 75 |
|
|
2023
Q4 | $215K | Buy |
+1,123
| New | +$215K | 0.16% | 73 |
|
|
2023
Q3 | – | Sell |
-1,123
| Closed | -$200K | – | 63 |
|
|
2023
Q2 | $200K | Hold |
1,123
| – | – | 0.18% | 58 |
|
|
2023
Q1 | $206K | Buy |
+1,123
| New | +$206K | 0.2% | 52 |
|
|
2022
Q3 | – | Sell |
-1,210
| Closed | -$204K | – | 53 |
|
|
2022
Q2 | $204K | Buy |
1,210
+16
| +1% | +$2.7K | 0.26% | 54 |
|
|
2022
Q1 | $216K | Hold |
1,194
| – | – | 0.17% | 57 |
|
|
2021
Q4 | $205K | Buy |
+1,194
| New | +$205K | 0.16% | 68 |
|