KMG Fiduciary Partners’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 | $1.09M | Hold |
3,563
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $1.03M | Buy |
3,563
+38
| +1% | +$10.9K | 0.09% | 178 |
|
|
2024
Q4 | $853K | Hold |
3,525
| – | – | 0.07% | 191 |
|
|
2024
Q3 | $857K | Sell |
3,525
-65
| -2% | -$15.8K | 0.07% | 184 |
|
|
2024
Q2 | $772K | Hold |
3,590
| – | – | 0.08% | 164 |
|
|
2024
Q1 | $739K | Sell |
3,590
-2
| -0.1% | -$411 | 0.08% | 159 |
|
|
2023
Q4 | $687K | Buy |
3,592
+151
| +4% | +$28.9K | 0.08% | 165 |
|
|
2023
Q3 | $590K | Buy |
3,441
+195
| +6% | +$33.4K | 0.08% | 164 |
|
|
2023
Q2 | $579K | Buy |
3,246
+166
| +5% | +$29.6K | 0.07% | 165 |
|
|
2023
Q1 | $564K | Buy |
3,080
+304
| +11% | +$55.7K | 0.08% | 167 |
|
|
2022
Q4 | $471K | Buy |
2,776
+253
| +10% | +$42.9K | 0.08% | 170 |
|
|
2022
Q3 | $390K | Buy |
2,523
+61
| +2% | +$9.43K | 0.08% | 151 |
|
|
2022
Q2 | $415K | Hold |
2,462
| – | – | 0.08% | 152 |
|
|
2022
Q1 | $445K | Hold |
2,462
| – | – | 0.07% | 152 |
|
|
2021
Q4 | $421K | Sell |
2,462
-25
| -1% | -$4.28K | 0.07% | 149 |
|
|
2021
Q3 | $408K | Hold |
2,487
| – | – | 0.07% | 146 |
|
|
2021
Q2 | $412K | Buy |
+2,487
| New | +$412K | 0.07% | 146 |
|