Morton Brown Family Wealth’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 | $175K | Hold |
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|
2025
Q2 | $150K | Hold |
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|
2025
Q1 | $142K | Sell |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $69.3K | Sell |
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|
2024
Q2 | $66.6K | Sell |
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|
2024
Q1 | $62.7K | Sell |
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|
2023
Q4 | $63.5K | Hold |
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|
2023
Q3 | $56.9K | Hold |
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|
2023
Q2 | $59.2K | Sell |
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|
2023
Q1 | $73.3K | Hold |
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|
2022
Q4 | $67.9K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $68K | Buy |
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