Schneider Downs Wealth Management Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $1.75M | Hold |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.56M | Hold |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $993K | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $990K | Buy |
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|
2020
Q4 | $836K | Hold |
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|
2020
Q3 | $831K | Buy |
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|
2020
Q2 | $760K | Buy |
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|
2020
Q1 | $626K | Buy |
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|
2019
Q4 | $599K | Buy |
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|
2019
Q3 | $460K | Hold |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $404K | Hold |
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|
2018
Q4 | $402K | Hold |
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|
2018
Q3 | $374K | Hold |
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|
2018
Q2 | $393K | Hold |
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|
2018
Q1 | $417K | Hold |
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|
2017
Q4 | $410K | Hold |
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|
2017
Q3 | $403K | Hold |
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|
2017
Q2 | $391K | Hold |
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|
2017
Q1 | $394K | Buy |
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