Stamos Capital Partners’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 | $1.31M | Buy |
4,306
+1,228
| +40% | +$374K | 0.24% | 107 |
|
2025
Q1 | $887K | Sell |
3,078
-1,072
| -26% | -$309K | 0.23% | 108 |
|
2024
Q4 | $1M | Buy |
+4,150
| New | +$1M | 0.24% | 104 |
|
2021
Q4 | – | Sell |
-12,540
| Closed | -$2.06M | – | 57 |
|
2021
Q3 | $2.06M | Buy |
12,540
+110
| +0.9% | +$18.1K | 1.15% | 31 |
|
2021
Q2 | $2.06M | Buy |
12,430
+7,230
| +139% | +$1.2M | 1.09% | 33 |
|
2021
Q1 | $832K | Hold |
5,200
| – | – | 0.42% | 40 |
|
2020
Q4 | $927K | Buy |
5,200
+3,000
| +136% | +$535K | 0.4% | 43 |
|
2020
Q3 | $390K | Buy |
+2,200
| New | +$390K | 0.14% | 59 |
|