Oxford Financial Group’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 | $894K | Buy |
2,934
+227
| +8% | +$69.2K | 0.05% | 91 |
|
|
2025
Q1 | $780K | Hold |
2,707
| – | – | 0.05% | 96 |
|
|
2024
Q4 | $655K | Buy |
2,707
+1,800
| +198% | +$436K | 0.04% | 114 |
|
|
2024
Q3 | $220K | Buy |
+907
| New | +$220K | 0.01% | 230 |
|
|
2024
Q1 | – | Sell |
-1,214
| Closed | -$232K | – | 281 |
|
|
2023
Q4 | $232K | Buy |
+1,214
| New | +$232K | 0.02% | 214 |
|
|
2022
Q4 | – | Sell |
-1,439
| Closed | -$223K | – | 265 |
|
|
2022
Q3 | $223K | Buy |
1,439
+67
| +5% | +$10.4K | 0.03% | 163 |
|
|
2022
Q2 | $231K | Buy |
+1,372
| New | +$231K | 0.03% | 176 |
|
|
2021
Q4 | – | Sell |
-2,902
| Closed | -$477K | – | 275 |
|
|
2021
Q3 | $477K | Buy |
+2,902
| New | +$477K | 0.06% | 116 |
|
|
2020
Q2 | – | Sell |
-1,463
| Closed | -$217K | – | 195 |
|
|
2020
Q1 | $217K | Buy |
+1,463
| New | +$217K | 0.04% | 144 |
|