OneDigital Investment 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 | $9.17M | Sell |
30,095
-2,440
| -7% | -$744K | 0.1% | 167 |
|
|
2025
Q1 | $9.37M | Buy |
32,535
+1,279
| +4% | +$369K | 0.11% | 160 |
|
|
2024
Q4 | $7.57M | Buy |
31,256
+217
| +0.7% | +$52.5K | 0.09% | 180 |
|
|
2024
Q3 | $7.54M | Buy |
31,039
+700
| +2% | +$170K | 0.09% | 182 |
|
|
2024
Q2 | $6.52M | Buy |
30,339
+17,657
| +139% | +$3.8M | 0.08% | 190 |
|
|
2024
Q1 | $2.61M | Sell |
12,682
-280
| -2% | -$57.6K | 0.04% | 280 |
|
|
2023
Q4 | $2.48M | Sell |
12,962
-1,788
| -12% | -$342K | 0.04% | 277 |
|
|
2023
Q3 | $2.53M | Sell |
14,750
-1,508
| -9% | -$259K | 0.05% | 235 |
|
|
2023
Q2 | $2.9M | Sell |
16,258
-71
| -0.4% | -$12.7K | 0.06% | 214 |
|
|
2023
Q1 | $2.99M | Buy |
16,329
+525
| +3% | +$96.2K | 0.07% | 211 |
|
|
2022
Q4 | $2.68M | Sell |
15,804
-1,300
| -8% | -$221K | 0.08% | 209 |
|
|
2022
Q3 | $2.65M | Buy |
17,104
+807
| +5% | +$125K | 0.1% | 152 |
|
|
2022
Q2 | $2.75M | Sell |
16,297
-744
| -4% | -$125K | 0.12% | 125 |
|
|
2022
Q1 | $3.08M | Buy |
17,041
+1,788
| +12% | +$323K | 0.12% | 115 |
|
|
2021
Q4 | $2.61M | Buy |
15,253
+911
| +6% | +$156K | 0.09% | 137 |
|
|
2021
Q3 | $2.36M | Sell |
14,342
-7
| -0% | -$1.15K | 0.09% | 140 |
|
|
2021
Q2 | $2.38M | Buy |
14,349
+854
| +6% | +$141K | 0.1% | 136 |
|
|
2021
Q1 | $2.16M | Sell |
13,495
-1,813
| -12% | -$290K | 0.1% | 142 |
|
|
2020
Q4 | $2.71M | Sell |
15,308
-683
| -4% | -$121K | 0.14% | 103 |
|
|
2020
Q3 | $2.84M | Buy |
15,991
+1,160
| +8% | +$206K | 0.2% | 90 |
|
|
2020
Q2 | $2.51M | Buy |
14,831
+5,165
| +53% | +$874K | 0.18% | 112 |
|
|
2020
Q1 | $1.43M | Buy |
9,666
+1,975
| +26% | +$292K | 0.13% | 150 |
|
|
2019
Q4 | $1.1M | Buy |
7,691
+256
| +3% | +$36.6K | 0.09% | 181 |
|
|
2019
Q3 | $1.03M | Buy |
7,435
+775
| +12% | +$108K | 0.09% | 172 |
|
|
2019
Q2 | $888K | Buy |
6,660
+5,770
| +648% | +$769K | 0.07% | 168 |
|
|
2019
Q1 | $109K | Hold |
890
| – | – | 0.02% | 362 |
|
|
2018
Q4 | $108K | Buy |
+890
| New | +$108K | 0.02% | 322 |
|
|
2018
Q3 | – | Sell |
-776
| Closed | -$93K | – | 1089 |
|
|
2018
Q2 | $93K | Buy |
776
+197
| +34% | +$23.6K | 0.02% | 354 |
|
|
2018
Q1 | $73K | Hold |
579
| – | – | 0.02% | 425 |
|
|
2017
Q4 | $72K | Buy |
579
+361
| +166% | +$44.9K | 0.01% | 412 |
|
|
2017
Q3 | $26K | Sell |
218
-336
| -61% | -$40.1K | 0.01% | 555 |
|
|
2017
Q2 | $66K | Buy |
+554
| New | +$66K | 0.02% | 401 |
|