Plan Group 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
$3.53M Sell
11,591
-4,568
-28% -$1.39M 1.16% 26
2025
Q1
$4.66M Buy
16,159
+10,364
+179% +$2.99M 1.66% 18
2024
Q4
$1.4M Buy
5,795
+616
+12% +$149K 0.74% 27
2024
Q3
$1.26M Sell
5,179
-38
-0.7% -$9.24K 0.66% 29
2024
Q2
$1.12M Sell
5,217
-4,390
-46% -$944K 0.69% 26
2024
Q1
$1.98M Buy
9,607
+84
+0.9% +$17.3K 1.3% 20
2023
Q4
$1.82M Sell
9,523
-919
-9% -$176K 1.6% 19
2023
Q3
$1.79M Sell
10,442
-2,149
-17% -$368K 1.29% 18
2023
Q2
$2.25M Buy
+12,591
New +$2.25M 1.88% 13
2022
Q2
$1.43M Buy
+8,315
New +$1.43M 2.46% 15