Panoramic 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 | $619K | Buy |
2,030
+510
| +34% | +$155K | 0.38% | 54 |
|
2025
Q1 | $438K | Buy |
1,520
+10
| +0.7% | +$2.88K | 0.3% | 69 |
|
2024
Q4 | $366K | Buy |
1,510
+105
| +7% | +$25.4K | 0.24% | 76 |
|
2024
Q3 | $341K | Buy |
+1,405
| New | +$341K | 0.24% | 84 |
|
2024
Q1 | $263K | Sell |
1,277
-91
| -7% | -$18.7K | 0.19% | 94 |
|
2023
Q4 | $262K | Sell |
1,368
-66
| -5% | -$12.6K | 0.23% | 88 |
|
2023
Q3 | $246K | Buy |
+1,434
| New | +$246K | 0.23% | 86 |
|
2022
Q4 | $231K | Buy |
+1,359
| New | +$231K | 0.24% | 85 |
|