Phillips Financial Management’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 | $1.77M | Sell |
5,806
-250
| -4% | -$76.2K | 0.13% | 83 |
|
|
2025
Q1 | $1.74M | Hold |
6,056
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $1.47M | Hold |
6,056
| – | – | 0.12% | 91 |
|
|
2024
Q3 | $1.47M | Sell |
6,056
-44
| -0.7% | -$10.7K | 0.11% | 95 |
|
|
2024
Q2 | $1.31M | Buy |
6,100
+36
| +0.6% | +$7.74K | 0.11% | 95 |
|
|
2024
Q1 | $1.25M | Hold |
6,064
| – | – | 0.1% | 97 |
|
|
2023
Q4 | $1.16M | Sell |
6,064
-500
| -8% | -$95.6K | 0.1% | 100 |
|
|
2023
Q3 | $1.13M | Sell |
6,564
-134
| -2% | -$23K | 0.11% | 93 |
|
|
2023
Q2 | $1.19M | Sell |
6,698
-23
| -0.3% | -$4.1K | 0.11% | 91 |
|
|
2023
Q1 | $1.23M | Buy |
6,721
+23
| +0.3% | +$4.21K | 0.12% | 88 |
|
|
2022
Q4 | $1.14M | Hold |
6,698
| – | – | 0.12% | 88 |
|
|
2022
Q3 | $1.04M | Buy |
+6,698
| New | +$1.04M | 0.11% | 87 |
|
|
2022
Q2 | – | Sell |
-6,698
| Closed | -$1.21M | – | 117 |
|
|
2022
Q1 | $1.21M | Buy |
+6,698
| New | +$1.21M | 0.11% | 77 |
|