Keudell/Morrison Wealth Management’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
$661K Sell
2025
Q1
$656K Hold
2024
Q4
$552K Buy
2024
Q3
$540K Hold
2024
Q2
$477K Buy
2024
Q1
$446K Hold
2023
Q4
$415K Hold
2023
Q3
$372K Hold
2023
Q2
$387K Buy
2023
Q1
$374K Hold
2022
Q4
$346K Hold
2022
Q3
$316K Sell
2022
Q2
$394K Buy
2022
Q1
$397K Buy
2021
Q4
$349K Buy
2021
Q3
$333K Hold
2021
Q2
$336K Buy