SAM
Synergy Asset Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
6,698
-361
| -5% | -$110K | 0.23% | 63 |
|
|
2025
Q1 | $2.03M | Sell |
7,059
-3,781
| -35% | -$1.09M | 0.26% | 65 |
|
|
2024
Q4 | $2.66M | Buy |
+10,840
| New | +$2.66M | 0.21% | 73 |
|
|
2024
Q1 | – | Sell |
-1,487
| Closed | -$284K | – | 146 |
|
|
2023
Q4 | $284K | Sell |
1,487
-62
| -4% | -$11.9K | 0.05% | 114 |
|
|
2023
Q3 | $266K | Buy |
+1,549
| New | +$266K | 0.05% | 109 |
|
|
2023
Q2 | – | Sell |
-16,057
| Closed | -$2.94M | – | 104 |
|
|
2023
Q1 | $2.94M | Buy |
+16,057
| New | +$2.94M | 0.7% | 39 |
|