Moulton 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 | $1.68M | Sell |
5,478
-90
| -2% | -$27.6K | 1.27% | 22 |
|
|
2025
Q1 | $1.6M | Sell |
5,568
-276
| -5% | -$79.5K | 1.22% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
5,844
-24
| -0.4% | -$5.81K | 1.09% | 21 |
|
|
2024
Q3 | $1.44M | Sell |
5,868
-75
| -1% | -$18.4K | 1.2% | 20 |
|
|
2024
Q2 | $1.3M | Sell |
5,943
-61
| -1% | -$13.4K | 1.18% | 20 |
|
|
2024
Q1 | $1.24M | Sell |
6,004
-152
| -2% | -$31.3K | 1.3% | 15 |
|
|
2023
Q4 | $1.16M | Sell |
6,156
-4
| -0.1% | -$752 | 1.49% | 10 |
|
|
2023
Q3 | $1.07M | Sell |
6,160
-2,136
| -26% | -$370K | 1.57% | 10 |
|
|
2023
Q2 | $1.48M | Sell |
8,296
-331
| -4% | -$59K | 2.62% | 6 |
|
|
2023
Q1 | $1.61M | Buy |
8,627
+6,920
| +405% | +$1.29M | 3.54% | 4 |
|
|
2022
Q4 | $297K | Sell |
1,707
-1,772
| -51% | -$309K | 1.02% | 13 |
|
|
2022
Q3 | $538K | Sell |
3,479
-15,883
| -82% | -$2.46M | 3.38% | 9 |
|
|
2022
Q2 | $3.48M | Hold |
19,362
| – | – | 3.62% | 9 |
|
|
2022
Q1 | $3.48M | Buy |
19,362
+2,725
| +16% | +$489K | 3.62% | 9 |
|
|
2021
Q4 | $2.82M | Sell |
16,637
-7,489
| -31% | -$1.27M | 2.06% | 15 |
|
|
2021
Q3 | $3.97M | Buy |
+24,126
| New | +$3.97M | 2.96% | 10 |
|
|
2020
Q4 | – | Sell |
-1,461
| Closed | -$264K | – | 23 |
|
|
2020
Q3 | $264K | Buy |
+1,461
| New | +$264K | 0.29% | 15 |
|
|
2020
Q1 | – | Sell |
-2,313
| Closed | -$337K | – | 15 |
|
|
2019
Q4 | $337K | Buy |
+2,313
| New | +$337K | 0.28% | 25 |
|