Vantage Financial Partners (Wisconsin)’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 | $1.33M | Buy |
4,364
+185
| +4% | +$56.4K | 0.31% | 53 |
|
|
2025
Q1 | $1.2M | Buy |
4,179
+57
| +1% | +$16.4K | 0.3% | 51 |
|
|
2024
Q4 | $998K | Buy |
4,122
+89
| +2% | +$21.6K | 0.25% | 61 |
|
|
2024
Q3 | $980K | Hold |
4,033
| – | – | 0.24% | 60 |
|
|
2024
Q2 | $867K | Hold |
4,033
| – | – | 0.23% | 49 |
|
|
2024
Q1 | $830K | Hold |
4,033
| – | – | 0.22% | 54 |
|
|
2023
Q4 | $771K | Hold |
4,033
| – | – | 0.23% | 49 |
|
|
2023
Q3 | $691K | Hold |
4,033
| – | – | 0.27% | 30 |
|
|
2023
Q2 | $719K | Hold |
4,033
| – | – | 0.27% | 28 |
|
|
2023
Q1 | $739K | Hold |
4,033
| – | – | 0.29% | 31 |
|
|
2022
Q4 | $684K | Hold |
4,033
| – | – | 0.41% | 23 |
|
|
2022
Q3 | $624K | Sell |
4,033
-20
| -0.5% | -$3.09K | 0.42% | 23 |
|
|
2022
Q2 | $683K | Buy |
4,053
+20
| +0.5% | +$3.37K | 0.4% | 17 |
|
|
2022
Q1 | $729K | Buy |
4,033
+2,000
| +98% | +$362K | 0.37% | 18 |
|
|
2021
Q4 | $348K | Buy |
+2,033
| New | +$348K | 0.14% | 39 |
|