PP
PDS Planning’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
4,908
-492
| -9% | -$150K | 0.11% | 84 |
|
|
2025
Q1 | $1.56M | Buy |
5,400
+467
| +9% | +$135K | 0.13% | 74 |
|
|
2024
Q4 | $1.19M | Buy |
4,933
+22
| +0.4% | +$5.33K | 0.11% | 84 |
|
|
2024
Q3 | $1.19M | Buy |
4,911
+72
| +1% | +$17.5K | 0.11% | 84 |
|
|
2024
Q2 | $1.04M | Buy |
4,839
+1,373
| +40% | +$295K | 0.11% | 82 |
|
|
2024
Q1 | $713K | Hold |
3,466
| – | – | 0.07% | 116 |
|
|
2023
Q4 | $663K | Sell |
3,466
-1,125
| -25% | -$215K | 0.08% | 108 |
|
|
2023
Q3 | $787K | Hold |
4,591
| – | – | 0.1% | 88 |
|
|
2023
Q2 | $818K | Sell |
4,591
-183
| -4% | -$32.6K | 0.1% | 89 |
|
|
2023
Q1 | $875K | Buy |
4,774
+295
| +7% | +$54.1K | 0.12% | 78 |
|
|
2022
Q4 | $760K | Sell |
4,479
-20
| -0.4% | -$3.39K | 0.12% | 71 |
|
|
2022
Q3 | $696K | Sell |
4,499
-433
| -9% | -$67K | 0.13% | 68 |
|
|
2022
Q2 | $831K | Hold |
4,932
| – | – | 0.15% | 68 |
|
|
2022
Q1 | $891K | Sell |
4,932
-450
| -8% | -$81.3K | 0.16% | 63 |
|
|
2021
Q4 | $920K | Sell |
5,382
-57
| -1% | -$9.74K | 0.18% | 59 |
|
|
2021
Q3 | $893K | Sell |
5,439
-127
| -2% | -$20.9K | 0.21% | 55 |
|
|
2021
Q2 | $922K | Sell |
5,566
-106
| -2% | -$17.6K | 0.22% | 52 |
|
|
2021
Q1 | $907K | Buy |
5,672
+68
| +1% | +$10.9K | 0.26% | 50 |
|
|
2020
Q4 | $1M | Sell |
5,604
-55
| -1% | -$9.81K | 0.34% | 43 |
|
|
2020
Q3 | $1M | Buy |
5,659
+484
| +9% | +$85.7K | 0.41% | 43 |
|
|
2020
Q2 | $866K | Hold |
5,175
| – | – | 0.39% | 42 |
|
|
2020
Q1 | $766K | Buy |
5,175
+124
| +2% | +$18.4K | 0.49% | 39 |
|
|
2019
Q4 | $722K | Sell |
5,051
-11
| -0.2% | -$1.57K | 0.46% | 43 |
|
|
2019
Q3 | $703K | Buy |
5,062
+34
| +0.7% | +$4.72K | 0.49% | 40 |
|
|
2019
Q2 | $670K | Sell |
5,028
-19
| -0.4% | -$2.53K | 0.5% | 42 |
|
|
2019
Q1 | $616K | Sell |
5,047
-253
| -5% | -$30.9K | 0.48% | 42 |
|
|
2018
Q4 | $643K | Buy |
5,300
+837
| +19% | +$102K | 0.55% | 37 |
|
|
2018
Q3 | $503K | Sell |
4,463
-747
| -14% | -$84.2K | 0.43% | 42 |
|
|
2018
Q2 | $618K | Sell |
5,210
-62
| -1% | -$7.35K | 0.61% | 35 |
|
|
2018
Q1 | $663K | Sell |
5,272
-621
| -11% | -$78.1K | 0.67% | 34 |
|
|
2017
Q4 | $729K | Buy |
+5,893
| New | +$729K | 0.74% | 32 |
|