Kovitz Investment Group Partners’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
$21.3M Buy
2025
Q1
$15.8M Buy
2024
Q4
$12.9M Sell
2024
Q3
$14.3M Buy
2024
Q2
$811K Buy
2024
Q1
$453K Buy
2022
Q1
Sell
2021
Q4
$495K Buy
2021
Q2
Sell
2021
Q1
$431K Sell
2020
Q4
$495K Buy
2020
Q3
$478K Sell
2020
Q2
$488K Sell
2020
Q1
$811K Hold
2019
Q4
$783K Hold
2019
Q3
$761K Hold
2019
Q2
$730K Hold
2019
Q1
$669K Buy