Montis Financial’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.72M | Buy |
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|
2025
Q2 | $3.19M | Sell |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.5M | Hold |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.83M | Buy |
|
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|
2023
Q2 | $1.7M | Hold |
|
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $2.56M | Hold |
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|
2022
Q3 | $2.33M | Hold |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $2.1M | Hold |
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|
2020
Q4 | $2.23M | Buy |
|