McClarren Financial Advisors’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 | – | Sell |
-376
| Closed | -$54K | – | 167 |
|
|
2025
Q1 | $54K | Buy |
376
+188
| +100% | +$27K | 0.04% | 131 |
|
|
2024
Q4 | $45K | Sell |
188
-143
| -43% | -$34.2K | 0.13% | 87 |
|
|
2024
Q3 | $33 | Buy |
331
+116
| +54% | +$12 | ﹤0.01% | 141 |
|
|
2024
Q2 | $18K | Buy |
215
+27
| +14% | +$2.26K | 0.01% | 223 |
|
|
2024
Q1 | $39K | Hold |
188
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $36K | Buy |
188
+100
| +114% | +$19.1K | 0.03% | 185 |
|
|
2023
Q3 | $15K | Hold |
88
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $15K | Hold |
88
| – | – | 0.01% | 241 |
|
|
2023
Q1 | $16K | Hold |
88
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $14K | Sell |
88
-191
| -68% | -$30.4K | 0.01% | 236 |
|
|
2022
Q3 | $43K | Buy |
+279
| New | +$43K | 0.04% | 144 |
|
|
2022
Q2 | – | Sell |
-279
| Closed | -$50K | – | 113 |
|
|
2022
Q1 | $50K | Hold |
279
| – | – | 0.04% | 126 |
|
|
2021
Q4 | $48K | Hold |
279
| – | – | 0.03% | 143 |
|
|
2021
Q3 | $45K | Hold |
279
| – | – | 0.04% | 122 |
|
|
2021
Q2 | $45K | Sell |
279
-33
| -11% | -$5.32K | 0.04% | 125 |
|
|
2021
Q1 | $50K | Hold |
312
| – | – | 0.04% | 107 |
|
|
2020
Q4 | $54K | Buy |
+312
| New | +$54K | 0.05% | 99 |
|