MBE 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 | $730K | Buy |
2,396
+21
| +0.9% | +$6.4K | 0.32% | 44 |
|
|
2025
Q1 | $684K | Buy |
2,375
+793
| +50% | +$228K | 0.33% | 45 |
|
|
2024
Q4 | $383K | Sell |
1,582
-59
| -4% | -$14.3K | 0.22% | 58 |
|
|
2024
Q3 | $399K | Sell |
1,641
-96
| -6% | -$23.3K | 0.22% | 60 |
|
|
2024
Q2 | $373K | Buy |
1,737
+80
| +5% | +$17.2K | 0.23% | 60 |
|
|
2024
Q1 | $341K | Sell |
1,657
-218
| -12% | -$44.8K | 0.21% | 62 |
|
|
2023
Q4 | $358K | Hold |
1,875
| – | – | 0.18% | 63 |
|
|
2023
Q3 | $321K | Hold |
1,875
| – | – | 0.18% | 57 |
|
|
2023
Q2 | $334K | Buy |
1,875
+40
| +2% | +$7.13K | 0.18% | 57 |
|
|
2023
Q1 | $336K | Sell |
1,835
-35
| -2% | -$6.41K | 0.2% | 54 |
|
|
2022
Q4 | $317K | Sell |
1,870
-107
| -5% | -$18.2K | 0.2% | 52 |
|
|
2022
Q3 | $306K | Sell |
1,977
-50
| -2% | -$7.74K | 0.22% | 42 |
|
|
2022
Q2 | $341K | Sell |
2,027
-842
| -29% | -$142K | 0.24% | 41 |
|
|
2022
Q1 | $518K | Sell |
2,869
-75
| -3% | -$13.5K | 0.31% | 31 |
|
|
2021
Q4 | $503K | Buy |
2,944
+28
| +1% | +$4.78K | 0.26% | 27 |
|
|
2021
Q3 | $479K | Hold |
2,916
| – | – | 0.24% | 29 |
|
|
2021
Q2 | $483K | Buy |
2,916
+74
| +3% | +$12.3K | 0.25% | 29 |
|
|
2021
Q1 | $455K | Buy |
2,842
+130
| +5% | +$20.8K | 0.25% | 37 |
|
|
2020
Q4 | $483K | Buy |
2,712
+815
| +43% | +$145K | 0.33% | 33 |
|
|
2020
Q3 | $317K | Hold |
1,897
| – | – | 0.27% | 35 |
|
|
2020
Q2 | $317K | Sell |
1,897
-5
| -0.3% | -$836 | 0.27% | 35 |
|
|
2020
Q1 | $281K | Sell |
1,902
-211
| -10% | -$31.2K | 0.27% | 26 |
|
|
2019
Q4 | $301K | Buy |
+2,113
| New | +$301K | 0.3% | 26 |
|