SkyOak Wealth’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 | $949K | Sell |
3,112
-1,473
| -32% | -$449K | 0.19% | 83 |
|
|
2025
Q1 | $1.32M | Sell |
4,585
-50
| -1% | -$14.4K | 0.29% | 69 |
|
|
2024
Q4 | $1.12M | Hold |
4,635
| – | – | 0.24% | 71 |
|
|
2024
Q3 | $1.13M | Sell |
4,635
-45
| -1% | -$10.9K | 0.25% | 72 |
|
|
2024
Q2 | $1.01M | Sell |
4,680
-50
| -1% | -$10.8K | 0.23% | 73 |
|
|
2024
Q1 | $973K | Buy |
4,730
+600
| +15% | +$123K | 0.23% | 76 |
|
|
2023
Q4 | $790K | Sell |
4,130
-1,150
| -22% | -$220K | 0.21% | 86 |
|
|
2023
Q3 | $905K | Hold |
5,280
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $941K | Buy |
5,280
+1,000
| +23% | +$178K | 0.27% | 77 |
|
|
2023
Q1 | $784K | Sell |
4,280
-480
| -10% | -$87.9K | 0.24% | 88 |
|
|
2022
Q4 | $807K | Sell |
4,760
-1,505
| -24% | -$255K | 0.27% | 81 |
|
|
2022
Q3 | $969K | Hold |
6,265
| – | – | 0.35% | 70 |
|
|
2022
Q2 | $1.06M | Buy |
6,265
+500
| +9% | +$84.2K | 0.36% | 72 |
|
|
2022
Q1 | $1.04M | Sell |
5,765
-205
| -3% | -$37K | 0.29% | 83 |
|
|
2021
Q4 | $1.02M | Hold |
5,970
| – | – | 0.26% | 88 |
|
|
2021
Q3 | $980K | Buy |
+5,970
| New | +$980K | 0.26% | 82 |
|
|
2020
Q3 | – | Sell |
-1,329
| Closed | -$222K | – | 217 |
|
|
2020
Q2 | $222K | Sell |
1,329
-1,835
| -58% | -$307K | 0.08% | 207 |
|
|
2020
Q1 | $468K | Buy |
+3,164
| New | +$468K | 0.24% | 98 |
|