Paragon Financial Partners’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 | $785K | Buy |
2,576
+31
| +1% | +$9.45K | 0.54% | 29 |
|
|
2025
Q1 | $733K | Hold |
2,545
| – | – | 0.57% | 29 |
|
|
2024
Q4 | $616K | Sell |
2,545
-292
| -10% | -$70.7K | 0.46% | 31 |
|
|
2024
Q3 | $690K | Buy |
2,837
+81
| +3% | +$19.7K | 0.51% | 36 |
|
|
2024
Q2 | $593K | Hold |
2,756
| – | – | 0.46% | 38 |
|
|
2024
Q1 | $567K | Buy |
2,756
+150
| +6% | +$30.9K | 0.47% | 38 |
|
|
2023
Q4 | $498K | Sell |
2,606
-1,125
| -30% | -$215K | 0.48% | 36 |
|
|
2023
Q3 | $640K | Hold |
3,731
| – | – | 0.66% | 28 |
|
|
2023
Q2 | $665K | Hold |
3,731
| – | – | 0.63% | 27 |
|
|
2023
Q1 | $684K | Sell |
3,731
-80
| -2% | -$14.7K | 0.72% | 23 |
|
|
2022
Q4 | $646K | Hold |
3,811
| – | – | 0.72% | 24 |
|
|
2022
Q3 | $589K | Hold |
3,811
| – | – | 0.66% | 26 |
|
|
2022
Q2 | $642K | Hold |
3,811
| – | – | 0.66% | 25 |
|
|
2022
Q1 | $688K | Hold |
3,811
| – | – | 0.6% | 28 |
|
|
2021
Q4 | $652K | Buy |
+3,811
| New | +$652K | 0.54% | 35 |
|