Liberty 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 | $465K | Buy |
1,526
+122
| +9% | +$37.2K | 0.07% | 131 |
|
|
2025
Q1 | $405K | Sell |
1,404
-133
| -9% | -$38.3K | 0.08% | 100 |
|
|
2024
Q4 | $372K | Hold |
1,537
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $374K | Sell |
1,537
-2
| -0.1% | -$487 | 0.06% | 141 |
|
|
2024
Q2 | $331K | Sell |
1,539
-42
| -3% | -$9.03K | 0.06% | 145 |
|
|
2024
Q1 | $325K | Buy |
1,581
+1,456
| +1,165% | +$299K | 0.06% | 139 |
|
|
2023
Q4 | $351K | Sell |
125
-1,653
| -93% | -$4.64M | 0.08% | 124 |
|
|
2023
Q3 | $305K | Sell |
1,778
-11
| -0.6% | -$1.89K | 0.08% | 131 |
|
|
2023
Q2 | $319K | Buy |
1,789
+65
| +4% | +$11.6K | 0.08% | 131 |
|
|
2023
Q1 | $316K | Buy |
+1,724
| New | +$316K | 0.07% | 167 |
|
|
2022
Q3 | $231K | Sell |
1,499
-185
| -11% | -$28.5K | 0.06% | 133 |
|
|
2022
Q2 | $283K | Buy |
1,684
+529
| +46% | +$88.9K | 0.11% | 107 |
|
|
2022
Q1 | $208K | Buy |
+1,155
| New | +$208K | 0.08% | 145 |
|
|
2021
Q4 | – | Sell |
-891
| Closed | -$147K | – | 534 |
|
|
2021
Q3 | $147K | Buy |
891
+53
| +6% | +$8.74K | 0.05% | 213 |
|
|
2021
Q2 | $139K | Sell |
838
-50
| -6% | -$8.29K | 0.05% | 173 |
|
|
2021
Q1 | $154K | Hold |
888
| – | – | 0.08% | 133 |
|
|
2020
Q4 | $154K | Sell |
888
-62
| -7% | -$10.8K | 0.08% | 132 |
|
|
2020
Q3 | $168K | Buy |
950
+245
| +35% | +$43.3K | 0.1% | 108 |
|
|
2020
Q2 | $118K | Hold |
705
| – | – | 0.08% | 131 |
|
|
2020
Q1 | $104K | Buy |
705
+26
| +4% | +$3.84K | 0.09% | 137 |
|
|
2019
Q4 | $97K | Hold |
679
| – | – | 0.08% | 160 |
|
|
2019
Q3 | $94K | Sell |
679
-294
| -30% | -$40.7K | 0.09% | 154 |
|
|
2019
Q2 | $130K | Buy |
973
+205
| +27% | +$27.4K | 0.11% | 140 |
|
|
2019
Q1 | $93K | Hold |
768
| – | – | 0.07% | 146 |
|
|
2018
Q4 | $93K | Buy |
+768
| New | +$93K | 0.07% | 137 |
|