McKinley Carter Wealth Services’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 | $657K | Sell |
2,154
-12
| -0.6% | -$3.66K | 0.04% | 187 |
|
|
2025
Q1 | $624K | Hold |
2,166
| – | – | 0.04% | 188 |
|
|
2024
Q4 | $524K | Buy |
2,166
+711
| +49% | +$172K | 0.03% | 195 |
|
|
2024
Q3 | $354K | Hold |
1,455
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $313K | Sell |
1,455
-16
| -1% | -$3.44K | 0.02% | 251 |
|
|
2024
Q1 | $303K | Sell |
1,471
-69
| -4% | -$14.2K | 0.02% | 256 |
|
|
2023
Q4 | $294K | Buy |
1,540
+65
| +4% | +$12.4K | 0.02% | 249 |
|
|
2023
Q3 | $253K | Buy |
1,475
+39
| +3% | +$6.69K | 0.02% | 261 |
|
|
2023
Q2 | $256K | Buy |
1,436
+25
| +2% | +$4.46K | 0.02% | 268 |
|
|
2023
Q1 | $259K | Sell |
1,411
-10
| -0.7% | -$1.83K | 0.02% | 264 |
|
|
2022
Q4 | $241K | Sell |
1,421
-334
| -19% | -$56.7K | 0.02% | 267 |
|
|
2022
Q3 | $271K | Buy |
1,755
+22
| +1% | +$3.4K | 0.03% | 241 |
|
|
2022
Q2 | $292K | Sell |
1,733
-774
| -31% | -$130K | 0.03% | 246 |
|
|
2022
Q1 | $453K | Buy |
2,507
+671
| +37% | +$121K | 0.04% | 204 |
|
|
2021
Q4 | $314K | Sell |
1,836
-123
| -6% | -$21K | 0.02% | 235 |
|
|
2021
Q3 | $322K | Sell |
1,959
-18
| -0.9% | -$2.96K | 0.03% | 232 |
|
|
2021
Q2 | $328K | Sell |
1,977
-396
| -17% | -$65.7K | 0.03% | 230 |
|
|
2021
Q1 | $380K | Buy |
2,373
+115
| +5% | +$18.4K | 0.03% | 212 |
|
|
2020
Q4 | $403K | Buy |
+2,258
| New | +$403K | 0.05% | 183 |
|