Key Financial Inc’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 | $280K | Sell |
917
-146
| -14% | -$44.5K | 0.06% | 235 |
|
|
2025
Q1 | $306K | Buy |
1,063
+25
| +2% | +$7.2K | 0.07% | 212 |
|
|
2024
Q4 | $251K | Hold |
1,038
| – | – | 0.06% | 219 |
|
|
2024
Q3 | $252K | Buy |
1,038
+100
| +11% | +$24.3K | 0.06% | 220 |
|
|
2024
Q2 | $202K | Buy |
938
+100
| +12% | +$21.5K | 0.05% | 245 |
|
|
2024
Q1 | $172K | Hold |
838
| – | – | 0.04% | 246 |
|
|
2023
Q4 | $160K | Hold |
838
| – | – | 0.04% | 241 |
|
|
2023
Q3 | $144K | Hold |
838
| – | – | 0.05% | 240 |
|
|
2023
Q2 | $149K | Hold |
838
| – | – | 0.05% | 240 |
|
|
2023
Q1 | $154K | Buy |
838
+523
| +166% | +$95.8K | 0.06% | 231 |
|
|
2022
Q4 | $48.7K | Hold |
315
| – | – | 0.02% | 361 |
|
|
2022
Q3 | $49K | Hold |
315
| – | – | 0.02% | 361 |
|
|
2022
Q2 | $53K | Hold |
315
| – | – | 0.03% | 348 |
|
|
2022
Q1 | $57K | Hold |
315
| – | – | 0.03% | 343 |
|
|
2021
Q4 | $54K | Sell |
315
-83
| -21% | -$14.2K | 0.03% | 343 |
|
|
2021
Q3 | $65K | Buy |
398
+83
| +26% | +$13.6K | 0.04% | 303 |
|
|
2021
Q2 | $53K | Sell |
315
-133
| -30% | -$22.4K | 0.03% | 346 |
|
|
2021
Q1 | $72K | Buy |
448
+133
| +42% | +$21.4K | 0.05% | 228 |
|
|
2020
Q4 | $56K | Buy |
+315
| New | +$56K | 0.04% | 234 |
|
|
2020
Q2 | – | Sell |
-315
| Closed | -$48K | – | 303 |
|
|
2020
Q1 | $48K | Buy |
+315
| New | +$48K | 0.05% | 218 |
|