Morton Brown Family Wealth’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 | $150K | Hold |
493
| – | – | 0.05% | 68 |
|
|
2025
Q1 | $142K | Sell |
493
-10
| -2% | -$2.88K | 0.05% | 69 |
|
|
2024
Q4 | $122K | Buy |
503
+218
| +76% | +$52.8K | 0.04% | 75 |
|
|
2024
Q3 | $69.3K | Sell |
285
-10
| -3% | -$2.43K | 0.02% | 85 |
|
|
2024
Q2 | $66.6K | Sell |
295
-10
| -3% | -$2.26K | 0.03% | 82 |
|
|
2024
Q1 | $62.7K | Sell |
305
-27
| -8% | -$5.55K | 0.03% | 81 |
|
|
2023
Q4 | $63.5K | Hold |
332
| – | – | 0.03% | 87 |
|
|
2023
Q3 | $56.9K | Hold |
332
| – | – | 0.03% | 76 |
|
|
2023
Q2 | $59.2K | Sell |
332
-68
| -17% | -$12.1K | 0.03% | 69 |
|
|
2023
Q1 | $73.3K | Hold |
400
| – | – | 0.04% | 68 |
|
|
2022
Q4 | $67.9K | Hold |
400
| – | – | 0.05% | 70 |
|
|
2022
Q3 | $62K | Hold |
400
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $67K | Hold |
400
| – | – | 0.05% | 60 |
|
|
2022
Q1 | $72K | Hold |
400
| – | – | 0.05% | 61 |
|
|
2021
Q4 | $68K | Buy |
+400
| New | +$68K | 0.05% | 64 |
|