Legacy Capital Group California’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 | $704K | Buy |
2,308
+191
| +9% | +$58.2K | 0.19% | 132 |
|
|
2025
Q1 | $610K | Buy |
2,117
+490
| +30% | +$141K | 0.21% | 135 |
|
|
2024
Q4 | $394K | Buy |
1,627
+88
| +6% | +$21.3K | 0.12% | 209 |
|
|
2024
Q3 | $374K | Sell |
1,539
-104
| -6% | -$25.3K | 0.12% | 197 |
|
|
2024
Q2 | $353K | Sell |
1,643
-115
| -7% | -$24.7K | 0.13% | 205 |
|
|
2024
Q1 | $362K | Sell |
1,758
-555
| -24% | -$114K | 0.13% | 201 |
|
|
2023
Q4 | $442K | Hold |
2,313
| – | – | 0.17% | 180 |
|
|
2023
Q3 | $397K | Hold |
2,313
| – | – | 0.17% | 174 |
|
|
2023
Q2 | $412K | Sell |
2,313
-348
| -13% | -$62K | 0.17% | 174 |
|
|
2023
Q1 | $488K | Buy |
+2,661
| New | +$488K | 0.24% | 125 |
|