Tobias 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 | $546K | Sell |
1,791
-109
| -6% | -$33.2K | 0.09% | 82 |
|
|
2025
Q1 | $547K | Sell |
1,900
-233
| -11% | -$67.1K | 0.11% | 69 |
|
|
2024
Q4 | $516K | Hold |
2,133
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $518K | Buy |
2,133
+365
| +21% | +$88.7K | 0.1% | 66 |
|
|
2024
Q2 | $380K | Sell |
1,768
-94
| -5% | -$20.2K | 0.08% | 74 |
|
|
2024
Q1 | $383K | Hold |
1,862
| – | – | 0.09% | 72 |
|
|
2023
Q4 | $356K | Buy |
1,862
+232
| +14% | +$44.4K | 0.09% | 70 |
|
|
2023
Q3 | $279K | Buy |
1,630
+50
| +3% | +$8.57K | 0.07% | 75 |
|
|
2023
Q2 | $282K | Buy |
1,580
+198
| +14% | +$35.3K | 0.08% | 76 |
|
|
2023
Q1 | $253K | Buy |
+1,382
| New | +$253K | 0.07% | 72 |
|
|
2020
Q1 | – | Sell |
-160
| Closed | -$22K | – | 134 |
|
|
2019
Q4 | $22K | Buy |
+160
| New | +$22K | 0.01% | 135 |
|