Petix & Botte Financial’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 | $1.07M | Hold |
3,512
| – | – | 0.26% | 54 |
|
|
2025
Q1 | $1.01M | Hold |
3,512
| – | – | 0.27% | 58 |
|
|
2024
Q4 | $850K | Hold |
3,512
| – | – | 0.22% | 64 |
|
|
2024
Q3 | $854K | Hold |
3,512
| – | – | 0.23% | 53 |
|
|
2024
Q2 | $755K | Buy |
3,512
+1,756
| +100% | +$378K | 0.21% | 60 |
|
|
2024
Q1 | $361K | Sell |
1,756
-1,756
| -50% | -$361K | 0.09% | 106 |
|
|
2023
Q4 | $671K | Hold |
3,512
| – | – | 0.2% | 60 |
|
|
2023
Q3 | $602K | Buy |
3,512
+100
| +3% | +$17.1K | 0.19% | 60 |
|
|
2023
Q2 | $608K | Buy |
3,412
+1,706
| +100% | +$304K | 0.19% | 63 |
|
|
2023
Q1 | $313K | Buy |
+1,706
| New | +$313K | 0.21% | 59 |
|
|
2022
Q3 | $226K | Buy |
1,460
+10
| +0.7% | +$1.55K | 0.17% | 65 |
|
|
2022
Q2 | $244K | Sell |
1,450
-1,372
| -49% | -$231K | 0.18% | 64 |
|
|
2022
Q1 | $510K | Buy |
2,822
+1,417
| +101% | +$256K | 0.16% | 64 |
|
|
2021
Q4 | $240K | Sell |
1,405
-1,387
| -50% | -$237K | 0.15% | 74 |
|
|
2021
Q3 | $458K | Buy |
2,792
+1,408
| +102% | +$231K | 0.16% | 68 |
|
|
2021
Q2 | $229K | Buy |
1,384
+6
| +0.4% | +$993 | 0.16% | 73 |
|
|
2021
Q1 | $220K | Buy |
1,378
+12
| +0.9% | +$1.92K | 0.16% | 73 |
|
|
2020
Q4 | $244K | Sell |
1,366
-994
| -42% | -$178K | 0.18% | 71 |
|
|
2020
Q3 | $418K | Sell |
2,360
-342
| -13% | -$60.6K | 0.33% | 54 |
|
|
2020
Q2 | $226K | Buy |
+2,702
| New | +$226K | 0.19% | 68 |
|