Oak Family Advisors’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 | $281K | Buy |
921
+20
| +2% | +$6.1K | 0.09% | 78 |
|
|
2025
Q1 | $260K | Buy |
+901
| New | +$260K | 0.09% | 75 |
|
|
2022
Q3 | – | Sell |
-1,518
| Closed | -$256K | – | 118 |
|
|
2022
Q2 | $256K | Hold |
1,518
| – | – | 0.13% | 103 |
|
|
2022
Q1 | $274K | Hold |
1,518
| – | – | 0.11% | 110 |
|
|
2021
Q4 | $260K | Hold |
1,518
| – | – | 0.1% | 133 |
|
|
2021
Q3 | $249K | Sell |
1,518
-150
| -9% | -$24.6K | 0.09% | 131 |
|
|
2021
Q2 | $276K | Hold |
1,668
| – | – | 0.12% | 84 |
|
|
2021
Q1 | $267K | Sell |
1,668
-857
| -34% | -$137K | 0.12% | 80 |
|
|
2020
Q4 | $450K | Buy |
+2,525
| New | +$450K | 0.23% | 61 |
|