Teamwork Financial Advisors’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 | $15.3M | Sell |
50,331
-17,113
| -25% | -$5.22M | 1.78% | 21 |
|
2025
Q1 | $19.4M | Buy |
+67,444
| New | +$19.4M | 2.59% | 10 |
|
2023
Q4 | – | Sell |
-2,360
| Closed | -$405K | – | 197 |
|
2023
Q3 | $405K | Buy |
2,360
+1,063
| +82% | +$182K | 0.07% | 140 |
|
2023
Q2 | $231K | Buy |
+1,297
| New | +$231K | 0.04% | 179 |
|
2021
Q1 | – | Sell |
-1,259
| Closed | -$225K | – | 236 |
|
2020
Q4 | $225K | Sell |
1,259
-1,654
| -57% | -$296K | 0.05% | 189 |
|
2020
Q3 | $516K | Buy |
+2,913
| New | +$516K | 0.16% | 116 |
|