NFP Retirement Inc’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
$3.17M Buy
10,397
+5,252
+102% +$1.6M 0.21% 71
2025
Q1
$1.48M Buy
5,145
+128
+3% +$36.9K 0.12% 94
2024
Q4
$1.21M Sell
5,017
-640
-11% -$155K 0.1% 110
2024
Q3
$1.37M Sell
5,657
-252
-4% -$61.2K 0.11% 103
2024
Q2
$1.27M Sell
5,909
-68
-1% -$14.6K 0.11% 101
2024
Q1
$1.23M Sell
5,977
-226
-4% -$46.5K 0.11% 105
2023
Q4
$1.19M Buy
6,203
+269
+5% +$51.4K 0.2% 87
2023
Q3
$1.02M Buy
5,934
+1
+0% +$171 0.19% 93
2023
Q2
$1.06M Buy
5,933
+20
+0.3% +$3.57K 0.2% 91
2023
Q1
$1.08M Sell
5,913
-116
-2% -$21.3K 0.22% 92
2022
Q4
$1.02M Sell
6,029
-88
-1% -$14.9K 0.22% 90
2022
Q3
$946K Buy
6,117
+1,645
+37% +$254K 0.23% 87
2022
Q2
$753K Hold
4,472
0.19% 97
2022
Q1
$808K Buy
4,472
+508
+13% +$91.8K 0.19% 93
2021
Q4
$678K Sell
3,964
-131
-3% -$22.4K 0.24% 68
2021
Q3
$672K Buy
4,095
+515
+14% +$84.6K 0.27% 60
2021
Q2
$593K Buy
3,580
+51
+1% +$8.45K 0.23% 72
2021
Q1
$564K Buy
3,529
+9
+0.3% +$1.44K 0.25% 66
2020
Q4
$628K Sell
3,520
-13
-0.4% -$2.32K 0.39% 56
2020
Q3
$626K Buy
3,533
+153
+5% +$27.1K 0.41% 56
2020
Q2
$566K Buy
3,380
+199
+6% +$33.3K 0.41% 51
2020
Q1
$471K Buy
3,181
+171
+6% +$25.3K 0.46% 45
2019
Q4
$429K Buy
+3,010
New +$429K 0.4% 52