Norris Financial Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.47M | Sell |
15,029
-290
| -2% | -$130K | 2.11% | 14 |
|
|
2025
Q4 | $6.07M | Sell |
15,319
-302
| -2% | -$115K | 2.06% | 11 |
|
|
2025
Q3 | $5.55M | Sell |
15,621
-325
| -2% | -$104K | 2.03% | 12 |
|
|
2025
Q2 | $4.86M | Sell |
15,946
-1,560
| -9% | -$472K | 1.99% | 16 |
|
|
2025
Q1 | $5.04M | Sell |
17,506
-455
| -3% | -$120K | 2.35% | 12 |
|
|
2024
Q4 | $4.35M | Sell |
17,961
-1,172
| -6% | -$288K | 2.04% | 9 |
|
|
2024
Q3 | $4.65M | Sell |
19,133
-1,919
| -9% | -$439K | 2.29% | 10 |
|
|
2024
Q2 | $4.53M | Sell |
21,052
-2,331
| -10% | -$504K | 2.36% | 8 |
|
|
2024
Q1 | $4.81M | Sell |
23,383
-334
| -1% | -$64.1K | 2.64% | 7 |
|
|
2023
Q4 | $4.53M | Sell |
23,717
-183
| -0.8% | -$33.5K | 2.75% | 8 |
|
|
2023
Q3 | $4.1M | Sell |
23,900
-18,852
| -44% | -$3.37M | 2.84% | 8 |
|
|
2023
Q2 | $7.62M | Sell |
42,752
-1
| -0% | -$184 | 5.28% | 4 |
|
|
2023
Q1 | $7.83M | Buy |
42,753
+4,138
| +11% | +$728K | 5.74% | 4 |
|
|
2022
Q4 | $6.55M | Buy |
38,615
+803
| +2% | +$129K | 5.54% | 4 |
|
|
2022
Q3 | $5.85M | Sell |
37,812
-1,286
| -3% | -$207K | 5.35% | 5 |
|
|
2022
Q2 | $6.59M | Sell |
39,098
-7,138
| -15% | -$1.25M | 5.3% | 6 |
|
|
2022
Q1 | $8.35M | Buy |
46,236
+42,967
| +1,314% | +$7.54M | 5.04% | 5 |
|
|
2021
Q4 | $559K | Sell |
3,269
-16,576
| -84% | -$2.78M | 0.34% | 53 |
|
|
2021
Q3 | $3.26M | Sell |
19,845
-443
| -2% | -$74.2K | 2.15% | 15 |
|
|
2021
Q2 | $3.36M | Sell |
20,288
-1,033
| -5% | -$176K | 2.27% | 16 |
|
|
2021
Q1 | $3.41M | Sell |
21,321
-23,361
| -52% | -$3.93M | 2.5% | 14 |
|
|
2020
Q4 | $7.97M | Buy |
44,682
+5,750
| +15% | +$1.01M | 6.28% | 4 |
|
|
2020
Q3 | $6.9M | Buy |
38,932
+36
| +0.1% | +$6.47K | 5.84% | 3 |
|
|
2020
Q2 | $6.51M | Buy |
38,896
+7,244
| +23% | +$1.17M | 6.15% | 3 |
|
|
2020
Q1 | $4.69M | Buy |
31,652
+1,972
| +7% | +$294K | 5.21% | 4 |
|
|
2019
Q4 | $4.24M | Buy |
+29,680
| New | +$4.15M | 3.91% | 6 |
|
Other funds holding GLD
