Kestra Private Wealth 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 | $32.6M | Sell |
107,078
-7,681
| -7% | -$2.34M | 0.47% | 34 |
|
|
2025
Q1 | $33.1M | Buy |
114,759
+12,666
| +12% | +$3.65M | 0.55% | 31 |
|
|
2024
Q4 | $24.7M | Buy |
102,093
+968
| +1% | +$234K | 0.42% | 41 |
|
|
2024
Q3 | $24.6M | Buy |
101,125
+14,179
| +16% | +$3.45M | 0.45% | 41 |
|
|
2024
Q2 | $18.7M | Buy |
86,946
+21,495
| +33% | +$4.62M | 0.37% | 48 |
|
|
2024
Q1 | $13.5M | Sell |
65,451
-2,761
| -4% | -$568K | 0.3% | 76 |
|
|
2023
Q4 | $13M | Buy |
68,212
+5,422
| +9% | +$1.04M | 0.33% | 74 |
|
|
2023
Q3 | $10.8M | Sell |
62,790
-1,838
| -3% | -$315K | 0.34% | 71 |
|
|
2023
Q2 | $11.5M | Sell |
64,628
-645
| -1% | -$115K | 0.39% | 54 |
|
|
2023
Q1 | $12M | Buy |
65,273
+17,263
| +36% | +$3.16M | 0.48% | 45 |
|
|
2022
Q4 | $8.14M | Sell |
48,010
-900
| -2% | -$153K | 0.41% | 63 |
|
|
2022
Q3 | $7.57M | Buy |
48,910
+1,192
| +2% | +$184K | 0.44% | 47 |
|
|
2022
Q2 | $8.04M | Sell |
47,718
-4,735
| -9% | -$798K | 0.46% | 43 |
|
|
2022
Q1 | $9.48M | Buy |
52,453
+5,440
| +12% | +$983K | 0.47% | 40 |
|
|
2021
Q4 | $8.04M | Buy |
47,013
+2,396
| +5% | +$410K | 0.38% | 57 |
|
|
2021
Q3 | $7.33M | Buy |
44,617
+4,643
| +12% | +$762K | 0.41% | 50 |
|
|
2021
Q2 | $6.62M | Sell |
39,974
-4,646
| -10% | -$770K | 0.4% | 47 |
|
|
2021
Q1 | $7.14M | Sell |
44,620
-3,371
| -7% | -$539K | 0.5% | 37 |
|
|
2020
Q4 | $8.53M | Sell |
47,991
-10,753
| -18% | -$1.91M | 0.63% | 24 |
|
|
2020
Q3 | $10.4M | Buy |
+58,744
| New | +$10.4M | 0.9% | 10 |
|