Kestra Advisory Services’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
$97.1M Buy
318,386
+27,932
+10% +$8.51M 0.47% 26
2025
Q1
$83.7M Buy
290,454
+38,521
+15% +$11.1M 0.41% 26
2024
Q4
$61M Buy
251,933
+19,288
+8% +$4.67M 0.33% 54
2024
Q3
$56.5M Sell
232,645
-15,816
-6% -$3.84M 0.31% 55
2024
Q2
$53.4M Buy
248,461
+73,081
+42% +$15.7M 0.3% 56
2024
Q1
$36.1M Buy
175,380
+1,369
+0.8% +$282K 0.24% 78
2023
Q4
$33.3M Buy
174,011
+47,470
+38% +$9.07M 0.27% 68
2023
Q3
$21.7M Sell
126,541
-3,718
-3% -$637K 0.21% 100
2023
Q2
$23.2M Buy
130,259
+5,623
+5% +$1M 0.23% 91
2023
Q1
$22.8M Buy
124,636
+3,413
+3% +$625K 0.25% 84
2022
Q4
$20.6M Sell
121,223
-10,974
-8% -$1.86M 0.18% 126
2022
Q3
$20.4M Sell
132,197
-22,194
-14% -$3.43M 0.22% 104
2022
Q2
$26M Buy
154,391
+41,564
+37% +$7M 0.27% 74
2022
Q1
$20.4M Sell
112,827
-16,087
-12% -$2.91M 0.21% 100
2021
Q4
$22M Sell
128,914
-20,716
-14% -$3.54M 0.22% 95
2021
Q3
$24.6M Buy
149,630
+8,330
+6% +$1.37M 0.25% 91
2021
Q2
$23.4M Sell
141,300
-47,615
-25% -$7.89M 0.27% 79
2021
Q1
$30.2M Sell
188,915
-61,466
-25% -$9.83M 0.38% 46
2020
Q4
$44.5M Sell
250,381
-2,801
-1% -$498K 0.52% 29
2020
Q3
$44.9M Buy
+253,182
New +$44.9M 0.84% 16