Pinnacle Wealth Planning Services’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 | $1.34M | Buy |
4,391
+115
| +3% | +$35.1K | 0.18% | 75 |
|
|
2025
Q1 | $1.23M | Buy |
4,276
+272
| +7% | +$78.4K | 0.19% | 65 |
|
|
2024
Q4 | $969K | Buy |
4,004
+1,382
| +53% | +$335K | 0.15% | 85 |
|
|
2024
Q3 | $637K | Hold |
2,622
| – | – | 0.09% | 153 |
|
|
2024
Q2 | $564K | Hold |
2,622
| – | – | 0.08% | 161 |
|
|
2024
Q1 | $539K | Hold |
2,622
| – | – | 0.08% | 172 |
|
|
2023
Q4 | $501K | Hold |
2,622
| – | – | 0.08% | 175 |
|
|
2023
Q3 | $450K | Sell |
2,622
-50
| -2% | -$8.57K | 0.07% | 179 |
|
|
2023
Q2 | $476K | Sell |
2,672
-37
| -1% | -$6.6K | 0.08% | 176 |
|
|
2023
Q1 | $496K | Sell |
2,709
-9,076
| -77% | -$1.66M | 0.08% | 175 |
|
|
2022
Q4 | $2M | Hold |
11,785
| – | – | 0.36% | 49 |
|
|
2022
Q3 | $1.82M | Buy |
11,785
+30
| +0.3% | +$4.64K | 0.34% | 51 |
|
|
2022
Q2 | $1.98M | Sell |
11,755
-163
| -1% | -$27.5K | 0.36% | 50 |
|
|
2022
Q1 | $2.15M | Buy |
11,918
+8,940
| +300% | +$1.62M | 0.39% | 46 |
|
|
2021
Q4 | $509K | Hold |
2,978
| – | – | 0.1% | 146 |
|
|
2021
Q3 | $489K | Sell |
2,978
-3,924
| -57% | -$644K | 0.11% | 142 |
|
|
2021
Q2 | $1.14M | Hold |
6,902
| – | – | 0.27% | 63 |
|
|
2021
Q1 | $1.1M | Buy |
6,902
+2,594
| +60% | +$415K | 0.28% | 64 |
|
|
2020
Q4 | $768K | Buy |
4,308
+87
| +2% | +$15.5K | 0.18% | 79 |
|
|
2020
Q3 | $748K | Buy |
4,221
+106
| +3% | +$18.8K | 0.25% | 73 |
|
|
2020
Q2 | $689K | Buy |
4,115
+1
| +0% | +$167 | 0.22% | 78 |
|
|
2020
Q1 | $608K | Sell |
4,114
-390
| -9% | -$57.6K | 0.29% | 70 |
|
|
2019
Q4 | $643K | Sell |
4,504
-10
| -0.2% | -$1.43K | 0.3% | 71 |
|
|
2019
Q3 | $626K | Buy |
4,514
+56
| +1% | +$7.77K | 0.34% | 61 |
|
|
2019
Q2 | $594K | Hold |
4,458
| – | – | 0.36% | 53 |
|
|
2019
Q1 | $544K | Buy |
4,458
+1,663
| +59% | +$203K | 0.37% | 51 |
|
|
2018
Q4 | $339K | Buy |
2,795
+539
| +24% | +$65.4K | 0.22% | 84 |
|
|
2018
Q3 | $254K | Hold |
2,256
| – | – | 0.23% | 134 |
|
|
2018
Q2 | $268K | Hold |
2,256
| – | – | 0.26% | 125 |
|
|
2018
Q1 | $284K | Buy |
+2,256
| New | +$284K | 0.29% | 117 |
|