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
2025
Q1
$2.98M Buy
2024
Q4
$2.44M Hold
2024
Q3
$2.45M Hold
2024
Q2
$2.17M Buy
2024
Q1
$2.04M Sell
2023
Q4
$1.9M Buy
2023
Q3
$1.7M Buy
2023
Q2
$1.77M Hold
2023
Q1
$1.82M Hold
2022
Q4
$1.69M Hold
2022
Q3
$1.54M Hold
2022
Q2
$1.67M Buy
2022
Q1
$1.76M Sell
2021
Q4
$1.83M Hold
2021
Q3
$1.76M Buy
2021
Q2
$1.77M Buy
2015
Q1
Sell
2014
Q4
$1.49M Buy