NewEdge 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
$7.91M Buy
25,251
+2,369
+10% +$742K 0.12% 143
2025
Q1
$6.59M Buy
22,882
+68
+0.3% +$19.6K 0.12% 146
2024
Q4
$5.52M Sell
22,814
-351
-2% -$85K 0.1% 170
2024
Q3
$5.63M Buy
23,165
+10,606
+84% +$2.58M 0.1% 175
2024
Q2
$2.7M Buy
12,559
+529
+4% +$114K 0.06% 272
2024
Q1
$2.56M Buy
12,030
+1,567
+15% +$334K 0.06% 284
2023
Q4
$2M Sell
10,463
-626
-6% -$120K 0.05% 300
2023
Q3
$1.9M Buy
11,089
+652
+6% +$112K 0.06% 266
2023
Q2
$1.86M Buy
10,437
+307
+3% +$54.7K 0.06% 264
2023
Q1
$1.86M Buy
10,130
+7,250
+252% +$1.33M 0.07% 230
2022
Q4
$489K Sell
2,880
-850
-23% -$144K 0.02% 370
2022
Q3
$577K Buy
+3,730
New +$577K 0.03% 333