Valley Wealth Managers’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 | $66.1K | Sell |
217
-208
| -49% | -$63.4K | ﹤0.01% | 189 |
|
|
2025
Q1 | $122K | Hold |
425
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $103K | Buy |
425
+208
| +96% | +$50.4K | 0.01% | 189 |
|
|
2024
Q3 | $52.7K | Sell |
217
-95
| -30% | -$23.1K | ﹤0.01% | 216 |
|
|
2024
Q2 | $67.1K | Sell |
312
-60
| -16% | -$12.9K | 0.01% | 208 |
|
|
2024
Q1 | $76.5K | Sell |
372
-1,344
| -78% | -$276K | 0.01% | 202 |
|
|
2023
Q4 | $328K | Sell |
1,716
-104
| -6% | -$19.9K | 0.03% | 159 |
|
|
2023
Q3 | $312K | Buy |
1,820
+1,572
| +634% | +$270K | 0.03% | 158 |
|
|
2023
Q2 | $44.2K | Hold |
248
| – | – | ﹤0.01% | 211 |
|
|
2023
Q1 | $45.4K | Hold |
248
| – | – | ﹤0.01% | 222 |
|
|
2022
Q4 | $42.1K | Hold |
248
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $38K | Buy |
248
+60
| +32% | +$9.19K | ﹤0.01% | 257 |
|
|
2022
Q2 | $32K | Buy |
+188
| New | +$32K | ﹤0.01% | 276 |
|
|
2019
Q4 | – | Sell |
-1,519
| Closed | -$211K | – | 192 |
|
|
2019
Q3 | $211K | Buy |
+1,519
| New | +$211K | 0.02% | 183 |
|
|
2019
Q2 | – | Sell |
-4,964
| Closed | -$605K | – | 199 |
|
|
2019
Q1 | $605K | Buy |
4,964
+525
| +12% | +$64K | 0.07% | 138 |
|
|
2018
Q4 | $538K | Buy |
+4,439
| New | +$538K | 0.07% | 116 |
|
|
2018
Q3 | – | Sell |
-2,090
| Closed | -$248K | – | 117 |
|
|
2018
Q2 | $248K | Sell |
2,090
-100
| -5% | -$11.9K | 0.03% | 112 |
|
|
2018
Q1 | $275K | Sell |
2,190
-20
| -0.9% | -$2.51K | 0.03% | 107 |
|
|
2017
Q4 | $273K | Hold |
2,210
| – | – | 0.03% | 110 |
|
|
2017
Q3 | $269K | Buy |
2,210
+120
| +6% | +$14.6K | 0.03% | 109 |
|
|
2017
Q2 | $247K | Sell |
2,090
-527
| -20% | -$62.3K | 0.03% | 117 |
|
|
2017
Q1 | $311K | Buy |
2,617
+527
| +25% | +$62.6K | 0.04% | 114 |
|
|
2016
Q4 | $229K | Sell |
2,090
-8
| -0.4% | -$877 | 0.03% | 115 |
|
|
2016
Q3 | $264K | Sell |
2,098
-76
| -3% | -$9.56K | 0.04% | 117 |
|
|
2016
Q2 | $275K | Hold |
2,174
| – | – | 0.04% | 111 |
|
|
2016
Q1 | $256K | Sell |
2,174
-350
| -14% | -$41.2K | 0.04% | 101 |
|
|
2015
Q4 | $256K | Sell |
2,524
-300
| -11% | -$30.4K | 0.05% | 96 |
|
|
2015
Q3 | $302K | Buy |
2,824
+500
| +22% | +$53.5K | 0.06% | 90 |
|
|
2015
Q2 | $261K | Hold |
2,324
| – | – | 0.05% | 97 |
|
|
2015
Q1 | $264K | Sell |
2,324
-300
| -11% | -$34.1K | 0.05% | 98 |
|
|
2014
Q4 | $298K | Sell |
2,624
-544
| -17% | -$61.8K | 0.05% | 96 |
|
|
2014
Q3 | $368K | Hold |
3,168
| – | – | 0.07% | 93 |
|
|
2014
Q2 | $406K | Hold |
3,168
| – | – | 0.08% | 94 |
|
|
2014
Q1 | $392K | Sell |
3,168
-75
| -2% | -$9.28K | 0.08% | 92 |
|
|
2013
Q4 | $377K | Sell |
3,243
-1,846
| -36% | -$215K | 0.08% | 93 |
|
|
2013
Q3 | $652K | Buy |
5,089
+140
| +3% | +$17.9K | 0.14% | 71 |
|
|
2013
Q2 | $589K | Buy |
+4,949
| New | +$589K | 0.13% | 74 |
|