Strategic Wealth Investment Group’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 | $920K | Buy |
3,018
+25
| +0.8% | +$7.62K | 1.33% | 27 |
|
|
2025
Q1 | $862K | Sell |
2,993
-90,573
| -97% | -$26.1M | 1.5% | 28 |
|
|
2024
Q4 | $22.7M | Sell |
93,566
-3,186
| -3% | -$771K | 2.5% | 14 |
|
|
2024
Q3 | $23.8M | Buy |
96,752
+4,615
| +5% | +$1.13M | 2.55% | 10 |
|
|
2024
Q2 | $19.9M | Buy |
+92,137
| New | +$19.9M | 2.51% | 9 |
|
|
2023
Q4 | $17M | Buy |
88,727
+4,048
| +5% | +$774K | 2.55% | 10 |
|
|
2023
Q3 | $14.5M | Buy |
84,679
+1,754
| +2% | +$301K | 2.63% | 11 |
|
|
2023
Q2 | $14.8M | Buy |
82,925
+5,687
| +7% | +$1.01M | 2.35% | 12 |
|
|
2023
Q1 | $14.2M | Buy |
77,238
+9,770
| +14% | +$1.79M | 2.62% | 11 |
|
|
2022
Q4 | $11.9M | Buy |
67,468
+10,488
| +18% | +$1.86M | 2.76% | 11 |
|
|
2022
Q3 | $8.81M | Buy |
56,980
+2,711
| +5% | +$419K | 2.53% | 11 |
|
|
2022
Q2 | $9.14M | Sell |
54,269
-8,439
| -13% | -$1.42M | 2.29% | 11 |
|
|
2022
Q1 | $11.3M | Buy |
62,708
+7,763
| +14% | +$1.4M | 2.7% | 9 |
|
|
2021
Q4 | $9.39M | Buy |
54,945
+5,405
| +11% | +$924K | 2.44% | 10 |
|
|
2021
Q3 | $8.11M | Buy |
49,540
+8,140
| +20% | +$1.33M | 2.42% | 10 |
|
|
2021
Q2 | $6.86M | Buy |
41,400
+8,250
| +25% | +$1.37M | 2.43% | 10 |
|
|
2021
Q1 | $5.3M | Buy |
33,150
+5,777
| +21% | +$924K | 2.54% | 10 |
|
|
2020
Q4 | $4.88M | Buy |
27,373
+6,217
| +29% | +$1.11M | 2.86% | 9 |
|
|
2020
Q3 | $3.75M | Buy |
21,156
+3,867
| +22% | +$685K | 2.82% | 9 |
|
|
2020
Q2 | $2.89M | Sell |
17,289
-1,496
| -8% | -$250K | 2.84% | 9 |
|
|
2020
Q1 | $2.78M | Buy |
18,785
+1,796
| +11% | +$266K | 4.53% | 7 |
|
|
2019
Q4 | $2.43M | Buy |
+16,989
| New | +$2.43M | 2.52% | 12 |
|