Valtinson Bruner Financial Planning’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 | $389K | Buy |
1,276
+69
| +6% | +$21K | 0.12% | 93 |
|
2025
Q1 | $348K | Buy |
1,207
+45
| +4% | +$13K | 0.12% | 93 |
|
2024
Q4 | $281K | Buy |
1,162
+126
| +12% | +$30.5K | 0.1% | 116 |
|
2024
Q3 | $252K | Buy |
1,036
+17
| +2% | +$4.13K | 0.09% | 120 |
|
2024
Q2 | $219K | Sell |
1,019
-51
| -5% | -$11K | 0.09% | 119 |
|
2024
Q1 | $220K | Buy |
1,070
+3
| +0.3% | +$617 | 0.09% | 114 |
|
2023
Q4 | $204K | Buy |
+1,067
| New | +$204K | 0.1% | 110 |
|