SFMG Wealth 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 | $3.09M | Sell |
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|
2025
Q1 | $3.87M | Sell |
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|
2024
Q4 | $3.33M | Sell |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $2.99M | Sell |
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|
2023
Q4 | $3.12M | Sell |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3.6M | Sell |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $4.74M | Sell |
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|
2021
Q4 | $4.68M | Sell |
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|
2021
Q3 | $4.5M | Sell |
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|
2021
Q2 | $4.59M | Sell |
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|
2021
Q1 | $5.73M | Sell |
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|
2020
Q4 | $13.6M | Sell |
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|
2020
Q3 | $26.5M | Buy |
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|
2020
Q2 | $24.5M | Buy |
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|
2020
Q1 | $18.3M | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.16M | Hold |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.35M | Buy |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.28M | Buy |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $1.12M | Sell |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $1.24M | Hold |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.25M | Sell |
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $3.46M | Buy |
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|
2014
Q4 | $1.37M | Sell |
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|
2014
Q3 | $2.22M | Buy |
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|
2014
Q2 | $2.44M | Sell |
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|
2014
Q1 | $2.37M | Sell |
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|
2013
Q4 | $2.26M | Sell |
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|
2013
Q3 | $2.6M | Sell |
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|
2013
Q2 | $2.65M | Buy |
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