Souders Financial Advisors’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 | $284K | Hold |
931
| – | – | 0.04% | 170 |
|
|
2025
Q1 | $268K | Hold |
931
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $225K | Hold |
931
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $226K | Hold |
931
| – | – | 0.03% | 165 |
|
|
2024
Q2 | $200K | Buy |
+931
| New | +$200K | 0.03% | 163 |
|
|
2022
Q2 | – | Sell |
-1,148
| Closed | -$207K | – | 142 |
|
|
2022
Q1 | $207K | Buy |
+1,148
| New | +$207K | 0.06% | 138 |
|
|
2021
Q3 | – | Sell |
-1,451
| Closed | -$240K | – | 138 |
|
|
2021
Q2 | $240K | Buy |
+1,451
| New | +$240K | 0.08% | 122 |
|