Seamount 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
$3.13M Buy
10,268
+242
+2% +$73.8K 1.61% 17
2025
Q1
$2.89M Buy
10,026
+64
+0.6% +$18.4K 1.97% 14
2024
Q4
$2.41M Sell
9,962
-442
-4% -$107K 1.67% 18
2024
Q3
$2.53M Sell
10,404
-95
-0.9% -$23.1K 1.9% 16
2024
Q2
$2.26M Buy
10,499
+128
+1% +$27.5K 1.84% 17
2024
Q1
$2.13M Sell
10,371
-25
-0.2% -$5.14K 1.87% 18
2023
Q4
$1.99M Buy
+10,396
New +$1.99M 1.9% 17