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