Milestone Asset 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
$6.88M Sell
22,567
-2,616
-10% -$797K 1.45% 14
2025
Q1
$7.26M Buy
25,183
+13,728
+120% +$3.96M 1.54% 10
2024
Q4
$2.77M Buy
11,455
+717
+7% +$174K 0.61% 42
2024
Q3
$2.61M Buy
10,738
+527
+5% +$128K 0.59% 38
2024
Q2
$2.2M Buy
10,211
+7,279
+248% +$1.57M 0.55% 40
2024
Q1
$603K Sell
2,932
-87
-3% -$17.9K 0.17% 95
2023
Q4
$577K Buy
3,019
+154
+5% +$29.4K 0.19% 32
2023
Q3
$486K Buy
2,865
+147
+5% +$24.9K 0.17% 36
2023
Q2
$485K Sell
2,718
-14,993
-85% -$2.67M 0.21% 30
2023
Q1
$3.24M Buy
17,711
+14,771
+502% +$2.71M 1.85% 12
2022
Q4
$528K Buy
+2,940
New +$528K 0.31% 30