Summit Financial Strategies’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.18M | Buy |
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2025
Q1 | $2.98M | Buy |
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2024
Q4 | $2.44M | Hold |
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2024
Q3 | $2.45M | Hold |
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2024
Q2 | $2.17M | Buy |
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2024
Q1 | $2.04M | Sell |
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2023
Q4 | $1.9M | Buy |
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2023
Q3 | $1.7M | Buy |
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2023
Q2 | $1.77M | Hold |
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2023
Q1 | $1.82M | Hold |
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2022
Q4 | $1.69M | Hold |
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2022
Q3 | $1.54M | Hold |
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2022
Q2 | $1.67M | Buy |
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2022
Q1 | $1.76M | Sell |
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2021
Q4 | $1.83M | Hold |
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2021
Q3 | $1.76M | Buy |
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2021
Q2 | $1.77M | Buy |
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2015
Q1 | – | Sell |
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2014
Q4 | $1.49M | Buy |
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