Robertson Stephens Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.2M Sell
2025
Q1
$15.3M Buy
2024
Q4
$1.37M Sell
2024
Q3
$1.5M Buy
2024
Q2
$1.11M Buy
2024
Q1
$948K Buy
2023
Q4
$835K Hold
2023
Q3
$749K Buy
2023
Q2
$735K Sell
2023
Q1
$837K Sell
2022
Q4
$955K Sell
2022
Q3
$916K Hold
2022
Q2
$998K Sell
2022
Q1
$1.83M Buy
2021
Q4
$1.3M Buy
2021
Q3
$687K Sell
2021
Q2
$879K Buy
2021
Q1
$769K Buy
2020
Q4
$392K Sell
2020
Q3
$433K Buy
2020
Q2
$393K Buy