Truepoint Inc’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,249
Closed -$223K 115
2020
Q4
$223K Buy
+1,249
New +$223K 0.01% 106
2017
Q4
Sell
-962
Closed -$117K 100
2017
Q3
$117K Sell
962
-3,450
-78% -$420K 0.01% 95
2017
Q2
$531K Buy
+4,412
New +$531K 0.05% 53