Valley Financial Management’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$4.58M Buy
25,677
+24,279
+1,737% +$4.33M 2.37% 17
2023
Q1
$256K Buy
1,398
+112
+9% +$20.5K 0.16% 41
2022
Q4
$218K Sell
1,286
-22,342
-95% -$3.79M 0.12% 37
2022
Q3
$3.65M Buy
+23,628
New +$3.65M 2.19% 12