KFG Wealth Management’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 | $1.95M | Buy |
6,408
+11
| +0.2% | +$3.35K | 0.31% | 51 |
|
2025
Q1 | $1.84M | Buy |
6,397
+168
| +3% | +$48.4K | 0.34% | 50 |
|
2024
Q4 | $1.51M | Buy |
6,229
+225
| +4% | +$54.5K | 0.28% | 50 |
|
2024
Q3 | $1.46M | Buy |
6,004
+702
| +13% | +$171K | 0.32% | 54 |
|
2024
Q2 | $1.14M | Buy |
5,302
+185
| +4% | +$39.8K | 0.45% | 47 |
|
2024
Q1 | $1.05M | Buy |
5,117
+34
| +0.7% | +$6.99K | 0.43% | 47 |
|
2023
Q4 | $972K | Buy |
5,083
+417
| +9% | +$79.7K | 0.44% | 42 |
|
2023
Q3 | $800K | Sell |
4,666
-168
| -3% | -$28.8K | 0.43% | 44 |
|
2023
Q2 | $862K | Buy |
4,834
+65
| +1% | +$11.6K | 0.5% | 37 |
|
2023
Q1 | $905K | Buy |
4,769
+370
| +8% | +$70.2K | 0.63% | 28 |
|
2022
Q4 | $746K | Buy |
+4,399
| New | +$746K | 0.76% | 26 |
|