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