Montag & Associates’s SPDR Gold Trust GLD Stock Holding History

Montag & Associates’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.24M	Sell
2025 Q1	$5.09M	Buy
2024 Q4	$4.23M	Sell
2024 Q3	$4.41M	Sell
2024 Q2	$3.95M	Hold
2024 Q1	$3.78M	Buy
2023 Q4	$3.51M	Sell
2023 Q3	$3.22M	Hold
2023 Q2	$3.34M	Hold
2023 Q1	$3.44M	Sell
2022 Q4	$3.2M	Sell
2022 Q3	$2.93M	Sell
2022 Q2	$3.27M	Sell
2022 Q1	$3.5M	Sell
2021 Q4	$3.33M	Sell
2021 Q3	$3.52M	Sell
2021 Q2	$6.09M	Buy
2021 Q1	$3.37M	Sell
2020 Q4	$3.76M	Buy
2020 Q3	$2.6M	Sell
2020 Q2	$2.53M	Buy
2020 Q1	$2.19M	Sell
2019 Q4	$2.12M	Hold
2019 Q3	$2.06M	Sell
2019 Q2	$2.02M	Buy
2019 Q1	$1.85M	Sell
2018 Q4	$1.89M	Sell
2018 Q3	$1.82M	Sell
2018 Q2	$1.97M	Buy
2018 Q1	$2.05M	Hold
2017 Q4	$2.02M	Hold
2017 Q3	$1.98M	Sell
2017 Q2	$1.94M	Buy
2017 Q1	$1.95M	Buy
2016 Q4	$1.75M	Hold
2016 Q3	$2.01M	Buy
2016 Q2	$2.01M	Sell
2016 Q1	$1.88M	Hold
2015 Q4	$1.62M	Sell
2015 Q3	$1.73M	Sell
2015 Q2	$1.95M	Sell
2015 Q1	$2.12M	Sell
2014 Q4	$2.31M	Sell
2014 Q3	$2.58M	Sell
2014 Q2	$3.07M	Sell
2014 Q1	$3.01M	Sell
2013 Q4	$3.29M	Sell
2013 Q3	$4.08M	Sell
2013 Q2	$5.14M	Buy