SFS
Sowell Financial Services’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
15,224
-5,673
| -27% | -$1.73M | 0.19% | 112 |
|
|
2025
Q1 | $6.02M | Sell |
20,897
-5,685
| -21% | -$1.64M | 0.27% | 73 |
|
|
2024
Q4 | $6.44M | Sell |
26,582
-4,491
| -14% | -$1.09M | 0.34% | 65 |
|
|
2024
Q3 | $7.55M | Buy |
31,073
+3,165
| +11% | +$769K | 0.35% | 67 |
|
|
2024
Q2 | $6M | Buy |
27,908
+149
| +0.5% | +$32K | 0.29% | 79 |
|
|
2024
Q1 | $5.71M | Sell |
27,759
-2,071
| -7% | -$426K | 0.27% | 96 |
|
|
2023
Q4 | $5.7M | Sell |
29,830
-1,881
| -6% | -$360K | 0.31% | 80 |
|
|
2023
Q3 | $5.44M | Sell |
31,711
-18,295
| -37% | -$3.14M | 0.34% | 74 |
|
|
2023
Q2 | $8.92M | Buy |
50,006
+18,790
| +60% | +$3.35M | 0.5% | 40 |
|
|
2023
Q1 | $5.72M | Sell |
31,216
-59,265
| -65% | -$10.9M | 0.44% | 45 |
|
|
2022
Q4 | $15.3M | Buy |
90,481
+65,309
| +259% | +$11.1M | 0.99% | 14 |
|
|
2022
Q3 | $3.89M | Sell |
25,172
-13,377
| -35% | -$2.07M | 0.39% | 69 |
|
|
2022
Q2 | $6.49M | Buy |
38,549
+12,872
| +50% | +$2.17M | 0.6% | 34 |
|
|
2022
Q1 | $4.59M | Sell |
25,677
-20,644
| -45% | -$3.69M | 0.8% | 23 |
|
|
2021
Q4 | $7.92M | Buy |
46,321
+6,253
| +16% | +$1.07M | 0.45% | 47 |
|
|
2021
Q3 | $6.58M | Sell |
40,068
-9,752
| -20% | -$1.6M | 0.44% | 50 |
|
|
2021
Q2 | $8.25M | Sell |
49,820
-105,823
| -68% | -$17.5M | 0.55% | 38 |
|
|
2021
Q1 | $26.5M | Sell |
155,643
-15,568
| -9% | -$2.65M | 0.92% | 16 |
|
|
2020
Q4 | $30.5M | Buy |
171,211
+61,408
| +56% | +$11M | 1.3% | 12 |
|
|
2020
Q3 | $19.4M | Sell |
109,803
-35,845
| -25% | -$6.35M | 0.97% | 17 |
|
|
2020
Q2 | $24.4M | Buy |
145,648
+57,915
| +66% | +$9.69M | 1.34% | 13 |
|
|
2020
Q1 | $13M | Sell |
87,733
-22,701
| -21% | -$3.36M | 0.96% | 16 |
|
|
2019
Q4 | $15.8M | Buy |
110,434
+26,166
| +31% | +$3.74M | 1.2% | 7 |
|
|
2019
Q3 | $11.7M | Buy |
+84,268
| New | +$11.7M | 0.97% | 11 |
|
|
2019
Q1 | $1.45M | Sell |
11,902
-858
| -7% | -$105K | 0.16% | 137 |
|
|
2018
Q4 | $1.55M | Buy |
12,760
+1,919
| +18% | +$233K | 0.22% | 99 |
|
|
2018
Q3 | $1.22M | Buy |
10,841
+1,178
| +12% | +$133K | 0.18% | 103 |
|
|
2018
Q2 | $1.09M | Buy |
9,663
+486
| +5% | +$54.9K | 0.23% | 104 |
|
|
2018
Q1 | $1.14M | Sell |
9,177
-1,513
| -14% | -$187K | 0.28% | 85 |
|
|
2017
Q4 | $1.35M | Sell |
10,690
-2,082
| -16% | -$262K | 0.33% | 74 |
|
|
2017
Q3 | $1.55M | Buy |
12,772
+881
| +7% | +$107K | 0.4% | 60 |
|
|
2017
Q2 | $1.43M | Sell |
11,891
-240
| -2% | -$28.8K | 0.4% | 59 |
|
|
2017
Q1 | $1.45M | Buy |
12,131
+6,642
| +121% | +$794K | 0.43% | 61 |
|
|
2016
Q4 | $645K | Buy |
+5,489
| New | +$645K | 0.22% | 102 |
|