ROI Financial Advisors’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 | $4.63M | Buy |
15,183
+142
| +0.9% | +$43.3K | 2.94% | 15 |
|
2025
Q1 | $4.33M | Buy |
15,041
+145
| +1% | +$41.8K | 3.15% | 13 |
|
2024
Q4 | $3.61M | Buy |
14,896
+665
| +5% | +$161K | 2.46% | 15 |
|
2024
Q3 | $3.46M | Buy |
14,231
+556
| +4% | +$135K | 2.39% | 14 |
|
2024
Q2 | $2.94M | Sell |
13,675
-173
| -1% | -$37.2K | 2.14% | 15 |
|
2024
Q1 | $2.85M | Sell |
13,848
-239
| -2% | -$49.2K | 2.24% | 15 |
|
2023
Q4 | $2.69M | Buy |
+14,087
| New | +$2.69M | 2.23% | 15 |
|