Patriot Financial Group Insurance Agency’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 | $748K | Sell |
2,455
-1,263
| -34% | -$385K | 0.09% | 253 |
|
|
2025
Q1 | $1.07M | Sell |
3,718
-717
| -16% | -$207K | 0.14% | 180 |
|
|
2024
Q4 | $1.07M | Sell |
4,435
-792
| -15% | -$192K | 0.14% | 170 |
|
|
2024
Q3 | $1.27M | Sell |
5,227
-625
| -11% | -$152K | 0.17% | 141 |
|
|
2024
Q2 | $1.26M | Sell |
5,852
-119
| -2% | -$25.6K | 0.19% | 129 |
|
|
2024
Q1 | $1.23M | Sell |
5,971
-1,186
| -17% | -$244K | 0.2% | 122 |
|
|
2023
Q4 | $1.37M | Sell |
7,157
-3,283
| -31% | -$628K | 0.26% | 93 |
|
|
2023
Q3 | $1.79M | Buy |
10,440
+115
| +1% | +$19.7K | 0.37% | 55 |
|
|
2023
Q2 | $1.84M | Buy |
10,325
+213
| +2% | +$38K | 0.35% | 63 |
|
|
2023
Q1 | $1.85M | Sell |
10,112
-562
| -5% | -$103K | 0.38% | 59 |
|
|
2022
Q4 | $1.81M | Buy |
10,674
+583
| +6% | +$98.9K | 0.24% | 47 |
|
|
2022
Q3 | $1.56M | Sell |
10,091
-12,818
| -56% | -$1.98M | 0.38% | 57 |
|
|
2022
Q2 | $3.86M | Buy |
22,909
+2,209
| +11% | +$372K | 0.78% | 24 |
|
|
2022
Q1 | $3.74M | Buy |
20,700
+17,779
| +609% | +$3.21M | 0.67% | 25 |
|
|
2021
Q4 | $499K | Sell |
2,921
-41
| -1% | -$7K | 0.08% | 243 |
|
|
2021
Q3 | $486K | Sell |
2,962
-27
| -0.9% | -$4.43K | 0.09% | 239 |
|
|
2021
Q2 | $495K | Buy |
2,989
+227
| +8% | +$37.6K | 0.09% | 235 |
|
|
2021
Q1 | $442K | Sell |
2,762
-555
| -17% | -$88.8K | 0.1% | 215 |
|
|
2020
Q4 | $592K | Buy |
3,317
+556
| +20% | +$99.2K | 0.15% | 149 |
|
|
2020
Q3 | $489K | Buy |
2,761
+700
| +34% | +$124K | 0.16% | 136 |
|
|
2020
Q2 | $345K | Buy |
2,061
+71
| +4% | +$11.9K | 0.13% | 160 |
|
|
2020
Q1 | $295K | Buy |
1,990
+960
| +93% | +$142K | 0.13% | 165 |
|
|
2019
Q4 | $147K | Sell |
1,030
-737
| -42% | -$105K | 0.06% | 266 |
|
|
2019
Q3 | $245K | Buy |
1,767
+1,647
| +1,373% | +$228K | 0.11% | 167 |
|
|
2019
Q2 | $16K | Hold |
120
| – | – | 0.01% | 701 |
|
|
2019
Q1 | $15K | Hold |
120
| – | – | 0.01% | 617 |
|
|
2018
Q4 | $15K | Buy |
120
+20
| +20% | +$2.5K | 0.01% | 529 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 609 |
|
|
2018
Q2 | $12K | Hold |
100
| – | – | 0.01% | 373 |
|
|
2018
Q1 | $13K | Hold |
100
| – | – | 0.01% | 554 |
|
|
2017
Q4 | $13K | Hold |
100
| – | – | 0.01% | 542 |
|
|
2017
Q3 | $12K | Sell |
100
-275
| -73% | -$33K | 0.01% | 512 |
|
|
2017
Q2 | $43K | Hold |
375
| – | – | 0.04% | 257 |
|
|
2017
Q1 | $45K | Hold |
375
| – | – | 0.05% | 236 |
|
|
2016
Q4 | $43K | Buy |
+375
| New | +$43K | 0.06% | 240 |
|