Laurel Wealth Advisors (North Carolina)’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 | $9.59M | Buy |
2,922,406
+2,913,079
| +31,233% | +$9.56M | 0.14% | 110 |
|
|
2025
Q1 | $2.69M | Sell |
9,327
-220
| -2% | -$63.4K | 0.42% | 59 |
|
|
2024
Q4 | $2.31M | Sell |
9,547
-1,780
| -16% | -$431K | 0.36% | 68 |
|
|
2024
Q3 | $2.75M | Sell |
11,327
-65
| -0.6% | -$15.8K | 0.44% | 59 |
|
|
2024
Q2 | $2.45M | Sell |
11,392
-470
| -4% | -$101K | 0.42% | 61 |
|
|
2024
Q1 | $2.44M | Hold |
11,862
| – | – | 0.42% | 63 |
|
|
2023
Q4 | $2.27M | Sell |
11,862
-50
| -0.4% | -$9.56K | 0.43% | 63 |
|
|
2023
Q3 | $2.04M | Hold |
11,912
| – | – | 0.43% | 63 |
|
|
2023
Q2 | $2.12M | Sell |
11,912
-65
| -0.5% | -$11.6K | 0.43% | 66 |
|
|
2023
Q1 | $2.19M | Buy |
11,977
+2,750
| +30% | +$504K | 0.46% | 66 |
|
|
2022
Q4 | $1.57M | Sell |
9,227
-340
| -4% | -$57.7K | 0.35% | 71 |
|
|
2022
Q3 | $1.48M | Sell |
9,567
-6
| -0.1% | -$928 | 0.37% | 72 |
|
|
2022
Q2 | $1.61M | Sell |
9,573
-300
| -3% | -$50.5K | 0.39% | 69 |
|
|
2022
Q1 | $1.78M | Sell |
9,873
-80
| -0.8% | -$14.5K | 0.37% | 68 |
|
|
2021
Q4 | $1.7M | Buy |
9,953
+550
| +6% | +$94.1K | 0.35% | 70 |
|
|
2021
Q3 | $1.54M | Buy |
9,403
+825
| +10% | +$135K | 0.34% | 71 |
|
|
2021
Q2 | $1.42M | Buy |
8,578
+148
| +2% | +$24.5K | 0.31% | 74 |
|
|
2021
Q1 | $1.35M | Buy |
8,430
+68
| +0.8% | +$10.9K | 0.33% | 71 |
|
|
2020
Q4 | $1.49M | Buy |
8,362
+200
| +2% | +$35.7K | 0.39% | 68 |
|
|
2020
Q3 | $1.45M | Buy |
8,162
+100
| +1% | +$17.7K | 0.43% | 61 |
|
|
2020
Q2 | $1.35M | Sell |
8,062
-40
| -0.5% | -$6.69K | 0.44% | 62 |
|
|
2020
Q1 | $1.2M | Sell |
8,102
-4
| -0% | -$592 | 0.45% | 68 |
|
|
2019
Q4 | $1.16M | Hold |
8,106
| – | – | 0.36% | 67 |
|
|
2019
Q3 | $1.13M | Hold |
8,106
| – | – | 0.38% | 68 |
|
|
2019
Q2 | $1.08M | Hold |
8,106
| – | – | 0.38% | 68 |
|
|
2019
Q1 | $989K | Sell |
8,106
-40
| -0.5% | -$4.88K | 0.36% | 68 |
|
|
2018
Q4 | $988K | Buy |
+8,146
| New | +$988K | 0.4% | 68 |
|