Nvest Financial’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 | $3.97M | Sell |
13,028
-47,523
| -78% | -$14.5M | 2.07% | 14 |
|
2025
Q1 | $17.4M | Buy |
60,551
+21,873
| +57% | +$6.3M | 9.34% | 1 |
|
2024
Q4 | $9.37M | Sell |
38,678
-1,336
| -3% | -$323K | 4.75% | 2 |
|
2024
Q3 | $9.73M | Sell |
40,014
-1,998
| -5% | -$486K | 5.55% | 2 |
|
2024
Q2 | $9.03M | Sell |
42,012
-6,778
| -14% | -$1.46M | 5.55% | 2 |
|
2024
Q1 | $10M | Sell |
48,790
-4,783
| -9% | -$984K | 6.69% | 2 |
|
2023
Q4 | $10.2M | Sell |
53,573
-7,255
| -12% | -$1.39M | 8.05% | 2 |
|
2023
Q3 | $10.4M | Sell |
60,828
-766
| -1% | -$131K | 9.74% | 1 |
|
2023
Q2 | $11M | Buy |
61,594
+43,690
| +244% | +$7.79M | 9.61% | 1 |
|
2023
Q1 | $3.28M | Buy |
17,904
+209
| +1% | +$38.3K | 3.42% | 7 |
|
2022
Q4 | $3M | Buy |
17,695
+119
| +0.7% | +$20.2K | 3.76% | 9 |
|
2022
Q3 | $2.72M | Buy |
17,576
+791
| +5% | +$122K | 3.84% | 9 |
|
2022
Q2 | $2.83M | Buy |
+16,785
| New | +$2.83M | 2.97% | 9 |
|