Regal Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$231K	Buy	1,222 +29	+2%	+$5.49K	0.14%	42
2023 Q3	$205K	Hold	1,193	–	–	0.14%	42
2023 Q2	$213K	Hold	1,193	–	–	0.14%	44
2023 Q1	$221K	Hold	1,193	–	–	0.16%	46
2022 Q4	$202K	Buy	+1,193	New	+$202K	0.15%	43
2022 Q3	–	Sell	-1,195	Closed	-$201K	–	45
2022 Q2	$201K	Hold	1,195	–	–	0.15%	46
2022 Q1	$218K	Hold	1,195	–	–	0.14%	48
2021 Q4	$204K	Sell	1,195 -100	-8%	-$17.1K	0.12%	49
2021 Q3	$213K	Buy	+1,295	New	+$213K	0.13%	48
2021 Q2	–	Sell	-372	Closed	-$60K	–	127
2021 Q1	$60K	Hold	372	–	–	0.04%	87
2020 Q4	$66K	Sell	372 -110	-23%	-$19.5K	0.04%	78
2020 Q3	$85K	Buy	482 +198	+70%	+$34.9K	0.07%	65
2020 Q2	$48K	Sell	284 -206	-42%	-$34.8K	0.04%	84
2020 Q1	$73K	Sell	490 -95	-16%	-$14.2K	0.07%	59
2019 Q4	$84K	Buy	585 +2	+0.3%	+$287	0.05%	64
2019 Q3	$81K	Hold	583	–	–	0.06%	60
2019 Q2	$78K	Hold	583	–	–	0.05%	65
2019 Q1	$71K	Buy	583 +448	+332%	+$54.6K	0.05%	66
2018 Q4	$16K	Hold	135	–	–	0.01%	106
2018 Q3	$15K	Hold	135	–	–	0.01%	110
2018 Q2	$16K	Hold	135	–	–	0.02%	116
2018 Q1	$17K	Hold	135	–	–	0.01%	111
2017 Q4	$17K	Sell	135 -479	-78%	-$60.3K	0.01%	112
2017 Q3	$75K	Hold	614	–	–	0.06%	62
2017 Q2	$72K	Hold	614	–	–	0.06%	62
2017 Q1	$73K	Hold	614	–	–	0.06%	61
2016 Q4	$67K	Hold	614	–	–	0.05%	62
2016 Q3	$77K	Hold	614	–	–	0.07%	51
2016 Q2	$78K	Hold	614	–	–	0.07%	51
2016 Q1	$72K	Hold	614	–	–	0.07%	54
2015 Q4	$62K	Buy	+614	New	+$62K	0.06%	57