Steward Partners Investment Advisory’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 | $54.7M | Buy |
179,509
+25,988
| +17% | +$7.92M | 0.43% | 43 |
|
|
2025
Q1 | $44.2M | Buy |
153,521
+540
| +0.4% | +$156K | 0.39% | 45 |
|
|
2024
Q4 | $37M | Buy |
152,981
+2,851
| +2% | +$690K | 0.33% | 61 |
|
|
2024
Q3 | $36.5M | Buy |
150,130
+16,413
| +12% | +$3.99M | 0.34% | 58 |
|
|
2024
Q2 | $28.8M | Buy |
133,717
+10,501
| +9% | +$2.26M | 0.3% | 64 |
|
|
2024
Q1 | $25.3M | Buy |
123,216
+11,601
| +10% | +$2.39M | 0.28% | 74 |
|
|
2023
Q4 | $21.3M | Buy |
111,615
+7,894
| +8% | +$1.51M | 0.29% | 70 |
|
|
2023
Q3 | $17.8M | Sell |
103,721
-12,851
| -11% | -$2.2M | 0.27% | 77 |
|
|
2023
Q2 | $20.8M | Buy |
116,572
+3,041
| +3% | +$542K | 0.31% | 70 |
|
|
2023
Q1 | $20.8M | Buy |
113,531
+15,261
| +16% | +$2.8M | 0.33% | 66 |
|
|
2022
Q4 | $16.7M | Sell |
98,270
-186
| -0.2% | -$31.6K | 0.28% | 84 |
|
|
2022
Q3 | $15.2M | Sell |
98,456
-37,550
| -28% | -$5.81M | 0.28% | 78 |
|
|
2022
Q2 | $22.9M | Buy |
136,006
+9,860
| +8% | +$1.66M | 0.42% | 48 |
|
|
2022
Q1 | $22.8M | Buy |
126,146
+19,840
| +19% | +$3.58M | 0.35% | 59 |
|
|
2021
Q4 | $18.2M | Buy |
106,306
+5,872
| +6% | +$1M | 0.28% | 79 |
|
|
2021
Q3 | $16.5M | Buy |
100,434
+7,756
| +8% | +$1.27M | 0.28% | 79 |
|
|
2021
Q2 | $15.4M | Sell |
92,678
-22,232
| -19% | -$3.68M | 0.26% | 83 |
|
|
2021
Q1 | $18.4M | Buy |
114,910
+18,648
| +19% | +$2.98M | 0.32% | 69 |
|
|
2020
Q4 | $17.2M | Buy |
96,262
+4,412
| +5% | +$787K | 0.37% | 58 |
|
|
2020
Q3 | $16.3M | Buy |
91,850
+13,225
| +17% | +$2.34M | 0.41% | 55 |
|
|
2020
Q2 | $13.2M | Buy |
78,625
+22,131
| +39% | +$3.7M | 0.37% | 62 |
|
|
2020
Q1 | $8.36M | Buy |
56,494
+11,485
| +26% | +$1.7M | 0.31% | 83 |
|
|
2019
Q4 | $6.43M | Buy |
45,009
+340
| +0.8% | +$48.6K | 0.19% | 122 |
|
|
2019
Q3 | $6.2M | Buy |
44,669
+1,831
| +4% | +$254K | 0.21% | 118 |
|
|
2019
Q2 | $5.71M | Sell |
42,838
-47,917
| -53% | -$6.38M | 0.21% | 116 |
|
|
2019
Q1 | $11.1M | Sell |
90,755
-38,754
| -30% | -$4.73M | 0.47% | 52 |
|
|
2018
Q4 | $15.7M | Buy |
129,509
+61,503
| +90% | +$7.46M | 0.76% | 30 |
|
|
2018
Q3 | $7.67M | Buy |
68,006
+9,552
| +16% | +$1.08M | 0.37% | 65 |
|
|
2018
Q2 | $6.94M | Buy |
58,454
+9,394
| +19% | +$1.11M | 0.41% | 50 |
|
|
2018
Q1 | $6.17M | Buy |
49,060
+3,360
| +7% | +$423K | 0.42% | 46 |
|
|
2017
Q4 | $5.65M | Buy |
45,700
+27,333
| +149% | +$3.38M | 0.43% | 55 |
|
|
2017
Q3 | $2.23M | Buy |
18,367
+4,051
| +28% | +$493K | 0.23% | 105 |
|
|
2017
Q2 | $1.69M | Buy |
14,316
+8,280
| +137% | +$977K | 0.19% | 122 |
|
|
2017
Q1 | $716K | Buy |
6,036
+1,816
| +43% | +$215K | 0.11% | 163 |
|
|
2016
Q4 | $462K | Buy |
+4,220
| New | +$462K | 0.21% | 113 |
|