Montz Harcus 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 | $290K | Sell |
950
-85
| -8% | -$25.9K | 0.14% | 62 |
|
|
2025
Q1 | $298K | Buy |
1,035
+37
| +4% | +$10.7K | 0.16% | 55 |
|
|
2024
Q4 | $242K | Buy |
998
+16
| +2% | +$3.87K | 0.14% | 63 |
|
|
2024
Q3 | $239K | Hold |
982
| – | – | 0.14% | 60 |
|
|
2024
Q2 | $211K | Hold |
982
| – | – | 0.14% | 64 |
|
|
2024
Q1 | $202K | Buy |
+982
| New | +$202K | 0.14% | 70 |
|