Safeguard Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
1,792
-104
| -5% | -$31.7K | 0.14% | 72 |
|
|
2025
Q1 | $546K | Sell |
1,896
-9
| -0.5% | -$2.59K | 0.15% | 64 |
|
|
2024
Q4 | $461K | Buy |
1,905
+37
| +2% | +$8.96K | 0.13% | 62 |
|
|
2024
Q3 | $454K | Sell |
1,868
-44
| -2% | -$10.7K | 0.13% | 61 |
|
|
2024
Q2 | $411K | Sell |
1,912
-79
| -4% | -$17K | 0.13% | 62 |
|
|
2024
Q1 | $410K | Sell |
1,991
-239
| -11% | -$49.2K | 0.14% | 61 |
|
|
2023
Q4 | $426K | Sell |
2,230
-1,407
| -39% | -$269K | 0.16% | 57 |
|
|
2023
Q3 | $624K | Sell |
3,637
-287
| -7% | -$49.2K | 0.27% | 42 |
|
|
2023
Q2 | $700K | Sell |
3,924
-1,592
| -29% | -$284K | 0.3% | 41 |
|
|
2023
Q1 | $1.01M | Sell |
5,516
-8,062
| -59% | -$1.48M | 0.49% | 35 |
|
|
2022
Q4 | $2.3M | Sell |
13,578
-8,147
| -38% | -$1.38M | 1.42% | 18 |
|
|
2022
Q3 | $3.36M | Sell |
21,725
-8,378
| -28% | -$1.3M | 2.3% | 14 |
|
|
2022
Q2 | $5.44M | Hold |
30,103
| – | – | 3.35% | 9 |
|
|
2022
Q1 | $5.44M | Sell |
30,103
-2,832
| -9% | -$512K | 3.71% | 8 |
|
|
2021
Q4 | $5.63M | Buy |
32,935
+1,299
| +4% | +$222K | 3.28% | 8 |
|
|
2021
Q3 | $5.2M | Buy |
31,636
+4,925
| +18% | +$809K | 3.36% | 9 |
|
|
2021
Q2 | $4.42M | Buy |
26,711
+6,378
| +31% | +$1.06M | 3.15% | 10 |
|
|
2021
Q1 | $3.25M | Buy |
20,333
+7,104
| +54% | +$1.14M | 2.9% | 10 |
|
|
2020
Q4 | $2.36M | Buy |
+13,229
| New | +$2.36M | 2.09% | 10 |
|