OLIO Financial Planning’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
$473K Hold
1,553
0.15% 39
2025
Q1
$447K Hold
1,553
0.15% 38
2024
Q4
$376K Hold
1,553
0.13% 43
2024
Q3
$297K Hold
1,553
0.13% 43
2024
Q2
$297K Hold
1,553
0.13% 43
2024
Q1
$297K Hold
1,553
0.13% 43
2023
Q4
$297K Sell
1,553
-29
-2% -$5.55K 0.12% 43
2023
Q3
$271K Buy
1,582
+30
+2% +$5.14K 0.13% 45
2023
Q2
$277K Hold
1,552
0.13% 41
2023
Q1
$284K Hold
1,552
0.15% 36
2022
Q4
$267K Sell
1,552
-228
-13% -$39.3K 0.15% 37
2022
Q3
$275K Sell
1,780
-587
-25% -$90.7K 0.16% 34
2022
Q2
$399K Buy
2,367
+9
+0.4% +$1.52K 0.22% 32
2022
Q1
$426K Buy
2,358
+290
+14% +$52.4K 0.24% 34
2021
Q4
$354K Buy
+2,068
New +$354K 0.21% 31