Narus Financial Partners’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
$9.03M Buy
29,614
+4,863
+20% +$1.48M 2.82% 2
2025
Q1
$7.13M Buy
24,751
+2,384
+11% +$687K 2.43% 2
2024
Q4
$5.42M Buy
22,367
+2,134
+11% +$517K 1.83% 2
2024
Q3
$4.92M Sell
20,233
-164
-0.8% -$39.9K 1.76% 2
2024
Q2
$4.39M Sell
20,397
-465
-2% -$100K 1.77% 4
2024
Q1
$4.29M Buy
20,862
+194
+0.9% +$39.9K 1.83% 4
2023
Q4
$3.95M Sell
20,668
-1,019
-5% -$195K 1.9% 5
2023
Q3
$3.72M Buy
21,687
+8
+0% +$1.37K 1.91% 3
2023
Q2
$3.86M Buy
21,679
+1,826
+9% +$326K 2% 3
2023
Q1
$3.64M Buy
19,853
+195
+1% +$35.7K 1.97% 4
2022
Q4
$3.33M Buy
19,658
+369
+2% +$62.6K 1.93% 4
2022
Q3
$2.98M Sell
19,289
-125
-0.6% -$19.3K 1.89% 3
2022
Q2
$3.27M Buy
19,414
+884
+5% +$149K 2.08% 4
2022
Q1
$3.35M Buy
+18,530
New +$3.35M 1.87% 7
2021
Q1
$3M Buy
+18,728
New +$3M 1.79% 4
2019
Q4
$2.36M Buy
16,497
+288
+2% +$41.2K 1.65% 4
2019
Q3
$2.25M Buy
16,209
+2,848
+21% +$396K 1.65% 4
2019
Q2
$1.78M Buy
+13,361
New +$1.78M 1.38% 4
2017
Q3
$1.27M Buy
10,457
+1,205
+13% +$146K 1.12% 10
2017
Q2
$1.09M Buy
9,252
+249
+3% +$29.4K 1.01% 12
2017
Q1
$1.07M Buy
9,003
+1,401
+18% +$166K 1.03% 12
2016
Q4
$833K Buy
+7,602
New +$833K 0.88% 18