Keystone Financial Group (Kentucky)’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
$1.03M Buy
3,389
+848
+33% +$258K 0.09% 149
2025
Q1
$732K Buy
2,541
+229
+10% +$66K 0.07% 175
2024
Q4
$560K Buy
2,312
+97
+4% +$23.5K 0.06% 196
2024
Q3
$538K Buy
2,215
+240
+12% +$58.3K 0.07% 182
2024
Q2
$425K Buy
1,975
+91
+5% +$19.6K 0.15% 93
2024
Q1
$388K Buy
1,884
+118
+7% +$24.3K 0.06% 213
2023
Q4
$338K Sell
1,766
-410
-19% -$78.4K 0.06% 199
2023
Q3
$373K Buy
2,176
+385
+21% +$66K 0.06% 190
2023
Q2
$319K Buy
+1,791
New +$319K 0.05% 205
2022
Q4
$258K Sell
1,524
-16
-1% -$2.71K 0.05% 229
2022
Q3
$238K Sell
1,540
-170
-10% -$26.3K 0.05% 237
2022
Q2
$288K Buy
1,710
+280
+20% +$47.2K 0.06% 214
2022
Q1
$258K Sell
1,430
-341
-19% -$61.5K 0.04% 251
2021
Q4
$303K Buy
1,771
+60
+4% +$10.3K 0.05% 236
2021
Q3
$281K Sell
1,711
-317
-16% -$52.1K 0.05% 235
2021
Q2
$336K Buy
2,028
+52
+3% +$8.62K 0.06% 207
2021
Q1
$316K Buy
1,976
+84
+4% +$13.4K 0.06% 200
2020
Q4
$337K Buy
1,892
+95
+5% +$16.9K 0.07% 183
2020
Q3
$318K Buy
+1,797
New +$318K 0.08% 175