Schaper Benz & Wise Investment Counsel’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 | $1.51M | Hold |
4,957
| – | – | 0.12% | 95 |
|
2025
Q1 | $1.43M | Sell |
4,957
-200
| -4% | -$57.6K | 0.12% | 93 |
|
2024
Q4 | $1.25M | Buy |
5,157
+477
| +10% | +$115K | 0.1% | 95 |
|
2024
Q3 | $1.14M | Sell |
4,680
-250
| -5% | -$60.8K | 0.09% | 97 |
|
2024
Q2 | $1.06M | Sell |
4,930
-250
| -5% | -$53.8K | 0.09% | 94 |
|
2024
Q1 | $1.07M | Hold |
5,180
| – | – | 0.09% | 95 |
|
2023
Q4 | $990K | Hold |
5,180
| – | – | 0.09% | 91 |
|
2023
Q3 | $888K | Buy |
5,180
+555
| +12% | +$95.2K | 0.09% | 95 |
|
2023
Q2 | $824K | Hold |
4,625
| – | – | 0.08% | 96 |
|
2023
Q1 | $847K | Sell |
4,625
-280
| -6% | -$51.3K | 0.09% | 96 |
|
2022
Q4 | $832K | Sell |
4,905
-1,200
| -20% | -$204K | 0.09% | 95 |
|
2022
Q3 | $944K | Hold |
6,105
| – | – | 0.11% | 90 |
|
2022
Q2 | $1.03M | Hold |
6,105
| – | – | 0.11% | 95 |
|
2022
Q1 | $1.1M | Buy |
6,105
+50
| +0.8% | +$9.03K | 0.1% | 98 |
|
2021
Q4 | $1.04M | Buy |
+6,055
| New | +$1.04M | 0.08% | 99 |
|