Oakwell Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,174
| Closed | -$252K | – | 64 |
|
|
2024
Q2 | $252K | Hold |
1,174
| – | – | 0.07% | 60 |
|
|
2024
Q1 | $242K | Hold |
1,174
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $224K | Sell |
1,174
-314
| -21% | -$60K | 0.08% | 57 |
|
|
2023
Q3 | $255K | Hold |
1,488
| – | – | 0.11% | 56 |
|
|
2023
Q2 | $265K | Hold |
1,488
| – | – | 0.11% | 54 |
|
|
2023
Q1 | $273K | Hold |
1,488
| – | – | 0.12% | 53 |
|
|
2022
Q4 | $252K | Hold |
1,488
| – | – | 0.12% | 55 |
|
|
2022
Q3 | $230K | Hold |
1,488
| – | – | 0.13% | 56 |
|
|
2022
Q2 | $251K | Hold |
1,488
| – | – | 0.14% | 56 |
|
|
2022
Q1 | $269K | Hold |
1,488
| – | – | 0.14% | 53 |
|
|
2021
Q4 | $254K | Buy |
+1,488
| New | +$254K | 0.13% | 55 |
|
|
2021
Q3 | – | Sell |
-1,488
| Closed | -$246K | – | 60 |
|
|
2021
Q2 | $246K | Sell |
1,488
-23
| -2% | -$3.8K | 0.16% | 58 |
|
|
2021
Q1 | $242K | Buy |
+1,511
| New | +$242K | 0.17% | 56 |
|