SVB Wealth’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
$4.16M Sell
13,648
-11,703
-46% -$3.57M 0.22% 91
2025
Q1
$7.3M Sell
25,351
-310
-1% -$89.3K 0.3% 43
2024
Q4
$6.21M Buy
+25,661
New +$6.21M 0.12% 119
2024
Q3
Sell
-24,159
Closed -$5.19M 241
2024
Q2
$5.19M Sell
24,159
-2,498
-9% -$537K 0.13% 142
2024
Q1
$5.48M Sell
26,657
-15,981
-37% -$3.29M 0.12% 159
2023
Q4
$8.15M Buy
42,638
+861
+2% +$165K 0.2% 120
2023
Q3
$7.16M Sell
41,777
-4,956
-11% -$850K 0.16% 128
2023
Q2
$8.33M Sell
46,733
-2,940
-6% -$524K 0.15% 127
2023
Q1
$9.1M Buy
49,673
+6,598
+15% +$1.21M 0.13% 132
2022
Q4
$7.31M Buy
43,075
+5,283
+14% +$896K 0.1% 141
2022
Q3
$5.85M Sell
37,792
-1,267
-3% -$196K 0.09% 155
2022
Q2
$6.58M Buy
39,059
+503
+1% +$84.7K 0.1% 131
2022
Q1
$6.97M Buy
38,556
+11
+0% +$1.99K 0.09% 137
2021
Q4
$6.59M Sell
38,545
-289
-0.7% -$49.4K 0.11% 128
2021
Q3
$6.38M Sell
38,834
-447
-1% -$73.4K 0.08% 148
2021
Q2
$6.51M Sell
39,281
-1,820
-4% -$301K 0.08% 152
2021
Q1
$6.57M Sell
41,101
-56,160
-58% -$8.98M 0.09% 142
2020
Q4
$17.3M Sell
97,261
-3,155
-3% -$563K 0.25% 74
2020
Q3
$17.8M Buy
100,416
+11,382
+13% +$2.02M 0.29% 60
2020
Q2
$14.9M Buy
89,034
+49,921
+128% +$8.35M 0.28% 66
2020
Q1
$5.79M Buy
39,113
+48
+0.1% +$7.11K 0.14% 102
2019
Q4
$5.58M Sell
39,065
-14,066
-26% -$2.01M 0.1% 128
2019
Q3
$7.38M Buy
53,131
+5,278
+11% +$733K 0.15% 110
2019
Q2
$6.37M Buy
+47,853
New +$6.37M 0.21% 116