Strategic Financial Concepts’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
$960K Sell
3,149
-6,525
-67% -$1.99M 0.14% 90
2025
Q1
$2.79M Buy
9,674
+247
+3% +$71.2K 0.52% 49
2024
Q4
$2.28M Buy
9,427
+6,962
+282% +$1.69M 0.44% 59
2024
Q3
$599K Sell
2,465
-547,985
-100% -$133M 0.19% 101
2024
Q2
$754K Buy
550,450
+544,807
+9,655% +$746K 0.44% 61
2024
Q1
$1.16M Buy
5,643
+2,298
+69% +$473K 0.28% 81
2023
Q4
$639K Sell
3,345
-1,790
-35% -$342K 0.38% 71
2023
Q3
$880K Sell
5,135
-1,103
-18% -$189K 0.3% 82
2023
Q2
$1.11M Sell
6,238
-333
-5% -$59.4K 0.41% 64
2023
Q1
$1.2M Buy
+6,571
New +$1.2M 0.49% 58