Mark Sheptoff Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.5K	Buy	80 +5	+7%	+$1.53K	0.01%	250
2025 Q1	$21.7K	Buy	75 +44	+142%	+$12.8K	0.01%	243
2024 Q4	$7.61K	Hold	31	–	–	﹤0.01%	336
2024 Q3	$7.64K	Hold	31	–	–	﹤0.01%	334
2024 Q2	$6.76K	Hold	31	–	–	﹤0.01%	346
2024 Q1	$6.47K	Hold	31	–	–	﹤0.01%	319
2023 Q4	$6.01K	Sell	31 -11	-26%	-$2.13K	﹤0.01%	316
2023 Q3	$7.2K	Hold	42	–	–	﹤0.01%	286
2023 Q2	$7.49K	Hold	42	–	–	﹤0.01%	291
2023 Q1	$7.7K	Hold	42	–	–	﹤0.01%	280
2022 Q4	$7.13K	Hold	42	–	–	﹤0.01%	288
2022 Q3	$6K	Hold	42	–	–	﹤0.01%	279
2022 Q2	$7K	Hold	42	–	–	﹤0.01%	279
2022 Q1	$8K	Hold	42	–	–	﹤0.01%	316
2021 Q4	$7K	Hold	42	–	–	﹤0.01%	345
2021 Q3	$7K	Hold	42	–	–	﹤0.01%	329
2021 Q2	$7K	Buy	42 +31	+282%	+$5.17K	﹤0.01%	349
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	347
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	327
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	299
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	326
2020 Q1	$2K	Hold	11	–	–	﹤0.01%	309
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	343
2019 Q3	$2K	Hold	11	–	–	﹤0.01%	336
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	336
2019 Q1	$1K	Sell	11 -35	-76%	-$3.18K	﹤0.01%	339
2018 Q4	$6K	Hold	46	–	–	0.01%	271
2018 Q3	$5K	Hold	46	–	–	﹤0.01%	323
2018 Q2	$5K	Buy	46 +11	+31%	+$1.2K	﹤0.01%	318
2018 Q1	$4K	Hold	35	–	–	﹤0.01%	337
2017 Q4	$4K	Hold	35	–	–	﹤0.01%	330
2017 Q3	$4K	Hold	35	–	–	﹤0.01%	326
2017 Q2	$4K	Sell	35 -1	-3%	-$114	﹤0.01%	314
2017 Q1	$4K	Buy	36 +1	+3%	+$111	﹤0.01%	315
2016 Q4	$4K	Sell	35 -15	-30%	-$1.71K	﹤0.01%	303
2016 Q3	$6K	Hold	50	–	–	﹤0.01%	282
2016 Q2	$6K	Hold	50	–	–	﹤0.01%	270
2016 Q1	$6K	Buy	+50	New	+$6K	﹤0.01%	271
2015 Q3	–	Sell	-50	Closed	-$6K	–	417
2015 Q2	$6K	Buy	+50	New	+$6K	﹤0.01%	295