Sequent Planning’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 | $9.59M | Buy |
31,457
+3,824
| +14% | +$1.17M | 3.04% | 7 |
|
|
2025
Q1 | $7.96M | Buy |
27,633
+2,927
| +12% | +$843K | 2.87% | 7 |
|
|
2024
Q4 | $5.98M | Sell |
24,706
-80,651
| -77% | -$19.5M | 2.2% | 8 |
|
|
2024
Q3 | $25.6M | Sell |
105,357
-10,103
| -9% | -$2.46M | 8.82% | 2 |
|
|
2024
Q2 | $24.9M | Buy |
115,460
+5,477
| +5% | +$1.18M | 8.52% | 2 |
|
|
2024
Q1 | $22.6M | Buy |
+109,983
| New | +$22.6M | 8.19% | 2 |
|