Smith & Howard Wealth Management’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 | $764K | Hold |
2,505
| – | – | 0.19% | 40 |
|
|
2025
Q1 | $722K | Hold |
2,505
| – | – | 0.2% | 39 |
|
|
2024
Q4 | $607K | Hold |
2,505
| – | – | 0.17% | 43 |
|
|
2024
Q3 | $609K | Hold |
2,505
| – | – | 0.17% | 45 |
|
|
2024
Q2 | $539K | Hold |
2,505
| – | – | 0.16% | 50 |
|
|
2024
Q1 | $515K | Hold |
2,505
| – | – | 0.16% | 48 |
|
|
2023
Q4 | $479K | Hold |
2,505
| – | – | 0.17% | 45 |
|
|
2023
Q3 | $429K | Hold |
2,505
| – | – | 0.15% | 48 |
|
|
2023
Q2 | $447K | Sell |
2,505
-100
| -4% | -$17.8K | 0.16% | 44 |
|
|
2023
Q1 | $477K | Hold |
2,605
| – | – | 0.16% | 43 |
|
|
2022
Q4 | $442K | Hold |
2,605
| – | – | 0.17% | 44 |
|
|
2022
Q3 | $403K | Buy |
2,605
+100
| +4% | +$15.5K | 0.17% | 50 |
|
|
2022
Q2 | $422K | Sell |
2,505
-55
| -2% | -$9.27K | 0.18% | 50 |
|
|
2022
Q1 | $462K | Hold |
2,560
| – | – | 0.19% | 43 |
|
|
2021
Q4 | $438K | Hold |
2,560
| – | – | 0.2% | 45 |
|
|
2021
Q3 | $420K | Hold |
2,560
| – | – | 0.2% | 46 |
|
|
2021
Q2 | $424K | Hold |
2,560
| – | – | 0.2% | 43 |
|
|
2021
Q1 | $409K | Buy |
2,560
+134
| +6% | +$21.4K | 0.21% | 43 |
|
|
2020
Q4 | $433K | Hold |
2,426
| – | – | 0.23% | 42 |
|
|
2020
Q3 | $430K | Buy |
2,426
+126
| +5% | +$22.3K | 0.25% | 43 |
|
|
2020
Q2 | $385K | Hold |
2,300
| – | – | 0.24% | 44 |
|
|
2020
Q1 | $341K | Hold |
2,300
| – | – | 0.22% | 47 |
|
|
2019
Q4 | $329K | Buy |
2,300
+7
| +0.3% | +$1K | 0.11% | 56 |
|
|
2019
Q3 | $318K | Hold |
2,293
| – | – | 0.13% | 53 |
|
|
2019
Q2 | $305K | Hold |
2,293
| – | – | 0.13% | 46 |
|
|
2019
Q1 | $280K | Sell |
2,293
-2,376
| -51% | -$290K | 0.14% | 42 |
|
|
2018
Q4 | $566K | Buy |
+4,669
| New | +$566K | 0.31% | 27 |
|