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