Strategic Wealth 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 | $5M | Buy |
+16,394
| New | +$5M | 0.39% | 73 |
|
|
2024
Q4 | $4.7M | Sell |
17,373
-418
| -2% | -$113K | 0.39% | 81 |
|
|
2024
Q3 | $4.32M | Buy |
17,791
+865
| +5% | +$210K | 0.42% | 73 |
|
|
2024
Q2 | $3.64M | Buy |
16,926
+5
| +0% | +$1.08K | 0.38% | 80 |
|
|
2024
Q1 | $3.48M | Sell |
16,921
-317
| -2% | -$65.2K | 0.38% | 83 |
|
|
2023
Q4 | $3.3M | Sell |
17,238
-49,055
| -74% | -$9.38M | 0.41% | 79 |
|
|
2023
Q3 | $11.4M | Buy |
66,293
+1,263
| +2% | +$217K | 1.5% | 14 |
|
|
2023
Q2 | $11.6M | Buy |
65,030
+2,132
| +3% | +$380K | 1.5% | 13 |
|
|
2023
Q1 | $11.5M | Buy |
62,898
+7,625
| +14% | +$1.4M | 1.77% | 13 |
|
|
2022
Q4 | $9.38M | Buy |
55,273
+6,073
| +12% | +$1.03M | 1.74% | 11 |
|
|
2022
Q3 | $7.61M | Sell |
49,200
-22,780
| -32% | -$3.52M | 1.61% | 10 |
|
|
2022
Q2 | $12.1M | Buy |
71,980
+3,622
| +5% | +$610K | 2.62% | 4 |
|
|
2022
Q1 | $12.3M | Buy |
68,358
+8,459
| +14% | +$1.53M | 2.41% | 4 |
|
|
2021
Q4 | $10.2M | Buy |
59,899
+2,424
| +4% | +$414K | 1.94% | 6 |
|
|
2021
Q3 | $9.44M | Buy |
57,475
+1,168
| +2% | +$192K | 2.77% | 4 |
|
|
2021
Q2 | $9.33M | Sell |
56,307
-614
| -1% | -$102K | 3.04% | 4 |
|
|
2021
Q1 | $9.11M | Buy |
56,921
+7,153
| +14% | +$1.14M | 3.63% | 5 |
|
|
2020
Q4 | $8.88M | Buy |
49,768
+15,606
| +46% | +$2.78M | 3.72% | 4 |
|
|
2020
Q3 | $6.05M | Buy |
34,162
+2,034
| +6% | +$360K | 3.06% | 6 |
|
|
2020
Q2 | $5.38M | Sell |
32,128
-957
| -3% | -$160K | 2.78% | 5 |
|
|
2020
Q1 | $4.73M | Hold |
33,085
| – | – | 2.46% | 6 |
|
|
2019
Q4 | $4.73M | Sell |
33,085
-480
| -1% | -$68.6K | 2.46% | 7 |
|
|
2019
Q3 | $206K | Buy |
33,565
+3,359
| +11% | +$20.6K | 1.06% | 25 |
|
|
2019
Q2 | $4.02M | Sell |
30,206
-1,020
| -3% | -$136K | 1.94% | 8 |
|
|
2019
Q1 | $3.79M | Buy |
31,226
+4,219
| +16% | +$513K | 1.74% | 12 |
|
|
2018
Q4 | $3.41M | Buy |
27,007
+187
| +0.7% | +$23.6K | 1.72% | 12 |
|
|
2018
Q3 | $3.02M | Buy |
26,820
+3,666
| +16% | +$413K | 1.61% | 14 |
|
|
2018
Q2 | $2.75M | Buy |
23,154
+4,682
| +25% | +$555K | 1.59% | 9 |
|
|
2018
Q1 | $2.32M | Buy |
18,472
+11,086
| +150% | +$1.39M | 1.2% | 18 |
|
|
2017
Q4 | $903K | Buy |
+7,386
| New | +$903K | 0.5% | 69 |
|