Summit Financial Wealth Advisors’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
Q3 | $1.76M | Buy |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $581K | Buy |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $670K | Hold |
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|
2022
Q4 | $620K | Hold |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $769K | Buy |
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|
2021
Q2 | $746K | Buy |
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|
2021
Q1 | $629K | Buy |
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|
2020
Q4 | $469K | Sell |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $533K | Sell |
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|
2019
Q4 | $679K | Hold |
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|
2019
Q3 | $638K | Buy |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $237K | Sell |
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|
2018
Q2 | $283K | Hold |
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|
2018
Q1 | $283K | Buy |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $273K | Sell |
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|
2017
Q2 | $318K | Hold |
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|
2017
Q1 | $320K | Hold |
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|
2016
Q4 | $295K | Sell |
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|
2016
Q3 | $355K | Buy |
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|
2016
Q2 | $356K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $121K | Buy |
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|
2015
Q2 | $106K | Hold |
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|
2015
Q1 | $111K | Hold |
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|
2014
Q4 | $108K | Buy |
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