Oak Harbor Wealth Partners’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 | $412K | Sell |
1,350
-111
| -8% | -$33.8K | 0.11% | 145 |
|
|
2025
Q1 | $421K | Hold |
1,461
| – | – | 0.12% | 134 |
|
|
2024
Q4 | $354K | Hold |
1,461
| – | – | 0.1% | 131 |
|
|
2024
Q3 | $355K | Hold |
1,461
| – | – | 0.1% | 134 |
|
|
2024
Q2 | $314K | Hold |
1,461
| – | – | 0.1% | 131 |
|
|
2024
Q1 | $301K | Hold |
1,461
| – | – | 0.09% | 136 |
|
|
2023
Q4 | $279K | Buy |
1,461
+100
| +7% | +$19.1K | 0.09% | 139 |
|
|
2023
Q3 | $233K | Hold |
1,361
| – | – | 0.08% | 145 |
|
|
2023
Q2 | $243K | Hold |
1,361
| – | – | 0.08% | 151 |
|
|
2023
Q1 | $249K | Hold |
1,361
| – | – | 0.09% | 146 |
|
|
2022
Q4 | $231K | Hold |
1,361
| – | – | 0.09% | 141 |
|
|
2022
Q3 | $211K | Hold |
1,361
| – | – | 0.08% | 142 |
|
|
2022
Q2 | $229K | Hold |
1,361
| – | – | 0.09% | 136 |
|
|
2022
Q1 | $246K | Hold |
1,361
| – | – | 0.08% | 144 |
|
|
2021
Q4 | $233K | Buy |
+1,361
| New | +$233K | 0.08% | 152 |
|