Sage Financial 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
$278K Sell
911
-2,423
-73% -$739K 0.02% 89
2025
Q1
$961K Buy
3,334
+1,604
+93% +$462K 0.08% 50
2024
Q4
$419K Buy
1,730
+116
+7% +$28.1K 0.03% 75
2024
Q3
$392K Hold
1,614
0.03% 80
2024
Q2
$347K Hold
1,614
0.03% 81
2024
Q1
$332K Hold
1,614
0.03% 83
2023
Q4
$309K Hold
1,614
0.03% 85
2023
Q3
$277K Hold
1,614
0.03% 88
2023
Q2
$288K Hold
1,614
0.03% 84
2023
Q1
$296K Buy
+1,614
New +$296K 0.03% 83