United Capital 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 | $3.71M | Buy |
12,171
+1,058
| +10% | +$323K | 0.03% | 321 |
|
|
2025
Q1 | $3.2M | Buy |
11,113
+1,478
| +15% | +$426K | 0.03% | 343 |
|
|
2024
Q4 | $2.33M | Buy |
9,635
+175
| +2% | +$42.4K | 0.02% | 384 |
|
|
2024
Q3 | $2.3M | Buy |
9,460
+638
| +7% | +$155K | 0.02% | 388 |
|
|
2024
Q2 | $1.9M | Sell |
8,822
-1,021
| -10% | -$220K | 0.02% | 416 |
|
|
2024
Q1 | $2.02M | Sell |
9,843
-2,099
| -18% | -$432K | 0.02% | 424 |
|
|
2023
Q4 | $2.28M | Sell |
11,942
-58,868
| -83% | -$11.3M | 0.02% | 391 |
|
|
2023
Q3 | $12.1M | Sell |
70,810
-15,133
| -18% | -$2.59M | 0.08% | 207 |
|
|
2023
Q2 | $15.3M | Sell |
85,943
-1,475
| -2% | -$263K | 0.08% | 188 |
|
|
2023
Q1 | $16M | Sell |
87,418
-4,032
| -4% | -$739K | 0.09% | 186 |
|
|
2022
Q4 | $15.5M | Sell |
91,450
-10,220
| -10% | -$1.73M | 0.09% | 197 |
|
|
2022
Q3 | $15.7M | Sell |
101,670
-3,511
| -3% | -$543K | 0.09% | 186 |
|
|
2022
Q2 | $17.7M | Sell |
105,181
-2,866
| -3% | -$483K | 0.1% | 191 |
|
|
2022
Q1 | $19.5M | Sell |
108,047
-1,611
| -1% | -$291K | 0.09% | 191 |
|
|
2021
Q4 | $18.7M | Sell |
109,658
-3,636
| -3% | -$622K | 0.09% | 204 |
|
|
2021
Q3 | $18.6M | Sell |
113,294
-3,272
| -3% | -$537K | 0.09% | 196 |
|
|
2021
Q2 | $19.3M | Sell |
116,566
-4,064
| -3% | -$673K | 0.1% | 192 |
|
|
2021
Q1 | $19.3M | Sell |
120,630
-13,658
| -10% | -$2.18M | 0.11% | 187 |
|
|
2020
Q4 | $24M | Buy |
134,288
+8,176
| +6% | +$1.46M | 0.14% | 159 |
|
|
2020
Q3 | $22.3M | Buy |
126,112
+7,486
| +6% | +$1.33M | 0.15% | 159 |
|
|
2020
Q2 | $19.9M | Sell |
118,626
-34,243
| -22% | -$5.73M | 0.14% | 154 |
|
|
2020
Q1 | $22.6M | Buy |
152,869
+56,818
| +59% | +$8.41M | 0.19% | 117 |
|
|
2019
Q4 | $13.7M | Buy |
96,051
+25
| +0% | +$3.57K | 0.09% | 255 |
|
|
2019
Q3 | $13.3M | Buy |
96,026
+18,892
| +24% | +$2.62M | 0.09% | 250 |
|
|
2019
Q2 | $10.3M | Buy |
77,134
+6,098
| +9% | +$812K | 0.07% | 295 |
|
|
2019
Q1 | $8.67M | Buy |
71,036
+516
| +0.7% | +$63K | 0.06% | 314 |
|
|
2018
Q4 | $8.55M | Sell |
70,520
-1,617
| -2% | -$196K | 0.07% | 278 |
|
|
2018
Q3 | $8.13M | Sell |
72,137
-334,540
| -82% | -$37.7M | 0.06% | 343 |
|
|
2018
Q2 | $48.3M | Sell |
406,677
-21,081
| -5% | -$2.5M | 0.36% | 55 |
|
|
2018
Q1 | $53.8M | Sell |
427,758
-9,096
| -2% | -$1.14M | 0.41% | 49 |
|
|
2017
Q4 | $53.7M | Sell |
436,854
-14,195
| -3% | -$1.74M | 0.42% | 45 |
|
|
2017
Q3 | $54.8M | Sell |
451,049
-11,517
| -2% | -$1.4M | 0.47% | 40 |
|
|
2017
Q2 | $54.6M | Buy |
462,566
+36,913
| +9% | +$4.36M | 0.49% | 34 |
|
|
2017
Q1 | $50.5M | Buy |
425,653
+306,058
| +256% | +$36.3M | 0.47% | 38 |
|
|
2016
Q4 | $13.1M | Buy |
119,595
+48,494
| +68% | +$5.32M | 0.13% | 188 |
|
|
2016
Q3 | $8.93M | Sell |
71,101
-17,476
| -20% | -$2.2M | 0.09% | 286 |
|
|
2016
Q2 | $11.2M | Sell |
88,577
-2,731
| -3% | -$344K | 0.11% | 207 |
|
|
2016
Q1 | $10.7M | Buy |
91,308
+39,736
| +77% | +$4.67M | 0.12% | 184 |
|
|
2015
Q4 | $5.23M | Sell |
51,572
-6,942
| -12% | -$704K | 0.06% | 316 |
|
|
2015
Q3 | $6.25M | Sell |
58,514
-9,182
| -14% | -$981K | 0.08% | 273 |
|
|
2015
Q2 | $7.61M | Sell |
67,696
-93
| -0.1% | -$10.5K | 0.09% | 265 |
|
|
2015
Q1 | $7.69M | Buy |
67,789
+4,924
| +8% | +$559K | 0.09% | 264 |
|
|
2014
Q4 | $7.14M | Sell |
62,865
-1,978
| -3% | -$225K | 0.11% | 215 |
|
|
2014
Q3 | $7.54M | Sell |
64,843
-4,043
| -6% | -$470K | 0.13% | 190 |
|
|
2014
Q2 | $8.82M | Sell |
68,886
-6,391
| -8% | -$818K | 0.16% | 165 |
|
|
2014
Q1 | $9.31M | Buy |
75,277
+69,929
| +1,308% | +$8.64M | 0.2% | 121 |
|
|
2013
Q4 | $621K | Sell |
5,348
-84,595
| -94% | -$9.82M | 0.02% | 403 |
|
|
2013
Q3 | $11.5M | Sell |
89,943
-7,938
| -8% | -$1.02M | 0.37% | 62 |
|
|
2013
Q2 | $11.7M | Buy |
+97,881
| New | +$11.7M | 0.31% | 85 |
|