Marcum Wealth’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
Q1 | $275K | Buy |
954
+39
| +4% | +$11.2K | 0.02% | 301 |
|
|
2024
Q4 | $222K | Buy |
+915
| New | +$222K | 0.02% | 343 |
|
|
2023
Q1 | – | Sell |
-2,473
| Closed | -$420K | – | 412 |
|
|
2022
Q4 | $420K | Sell |
2,473
-70
| -3% | -$11.9K | 0.06% | 187 |
|
|
2022
Q3 | $393K | Sell |
2,543
-304
| -11% | -$47K | 0.06% | 189 |
|
|
2022
Q2 | $480K | Hold |
2,847
| – | – | 0.07% | 161 |
|
|
2022
Q1 | $514K | Buy |
+2,847
| New | +$514K | 0.07% | 152 |
|