Lokken Investment Group’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 | $10.5M | Sell |
34,437
-416
| -1% | -$127K | 4.04% | 3 |
|
|
2025
Q1 | $10M | Buy |
34,853
+167
| +0.5% | +$48.1K | 4.23% | 3 |
|
|
2024
Q4 | $8.4M | Sell |
34,686
-1,150
| -3% | -$278K | 3.63% | 5 |
|
|
2024
Q3 | $8.71M | Buy |
35,836
+667
| +2% | +$162K | 3.63% | 4 |
|
|
2024
Q2 | $7.56M | Buy |
35,169
+1,557
| +5% | +$335K | 3.56% | 5 |
|
|
2024
Q1 | $6.91M | Buy |
33,612
+1,498
| +5% | +$308K | 3.45% | 4 |
|
|
2023
Q4 | $6.14M | Buy |
32,114
+1,061
| +3% | +$203K | 3.47% | 5 |
|
|
2023
Q3 | $5.32M | Buy |
31,053
+2,572
| +9% | +$441K | 3.49% | 6 |
|
|
2023
Q2 | $5.08M | Sell |
28,481
-906
| -3% | -$162K | 3.31% | 6 |
|
|
2023
Q1 | $5.38M | Buy |
29,387
+905
| +3% | +$166K | 4.09% | 5 |
|
|
2022
Q4 | $4.83M | Buy |
28,482
+674
| +2% | +$114K | 3.81% | 4 |
|
|
2022
Q3 | $4.3M | Buy |
27,808
+1,159
| +4% | +$179K | 3.71% | 5 |
|
|
2022
Q2 | $4.49M | Buy |
26,649
+187
| +0.7% | +$31.5K | 3.64% | 5 |
|
|
2022
Q1 | $4.68M | Sell |
26,462
-306
| -1% | -$54.1K | 3.71% | 4 |
|
|
2021
Q4 | $4.58M | Buy |
26,768
+949
| +4% | +$162K | 3.26% | 6 |
|
|
2021
Q3 | $4.24M | Buy |
25,819
+1,641
| +7% | +$269K | 3.36% | 6 |
|
|
2021
Q2 | $4.01M | Sell |
24,178
-26
| -0.1% | -$4.31K | 3.25% | 6 |
|
|
2021
Q1 | $3.87M | Sell |
24,204
-1,356
| -5% | -$217K | 3.42% | 6 |
|
|
2020
Q4 | $4.56M | Buy |
+25,560
| New | +$4.56M | 4.16% | 6 |
|