Mission 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 | $2.75M | Buy |
9,037
+513
| +6% | +$156K | 0.06% | 173 |
|
|
2025
Q1 | $2.46M | Buy |
8,524
+2,789
| +49% | +$804K | 0.06% | 166 |
|
|
2024
Q4 | $1.39M | Buy |
5,735
+538
| +10% | +$130K | 0.03% | 218 |
|
|
2024
Q3 | $1.26M | Buy |
5,197
+550
| +12% | +$134K | 0.03% | 233 |
|
|
2024
Q2 | $999K | Sell |
4,647
-604
| -12% | -$130K | 0.03% | 255 |
|
|
2024
Q1 | $1.08M | Buy |
5,251
+512
| +11% | +$105K | 0.03% | 262 |
|
|
2023
Q4 | $906K | Sell |
4,739
-1,589
| -25% | -$304K | 0.03% | 253 |
|
|
2023
Q3 | $1.08M | Buy |
6,328
+457
| +8% | +$78.4K | 0.04% | 197 |
|
|
2023
Q2 | $1.05M | Buy |
5,871
+1,031
| +21% | +$184K | 0.04% | 199 |
|
|
2023
Q1 | $887K | Buy |
4,840
+2,724
| +129% | +$499K | 0.04% | 228 |
|
|
2022
Q4 | $359K | Hold |
2,116
| – | – | 0.02% | 378 |
|
|
2022
Q3 | $327K | Sell |
2,116
-565
| -21% | -$87.3K | 0.02% | 361 |
|
|
2022
Q2 | $452K | Sell |
2,681
-634
| -19% | -$107K | 0.02% | 303 |
|
|
2022
Q1 | $599K | Sell |
3,315
-416
| -11% | -$75.2K | 0.03% | 268 |
|
|
2021
Q4 | $638K | Sell |
3,731
-65
| -2% | -$11.1K | 0.03% | 252 |
|
|
2021
Q3 | $623K | Buy |
+3,796
| New | +$623K | 0.03% | 235 |
|
|
2020
Q4 | – | Sell |
-1,494
| Closed | -$265K | – | 412 |
|
|
2020
Q3 | $265K | Buy |
+1,494
| New | +$265K | 0.02% | 296 |
|