Vertex Planning Partners’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 | $826K | Sell |
2,711
-192
| -7% | -$58.5K | 0.17% | 73 |
|
|
2025
Q1 | $836K | Buy |
2,903
+106
| +4% | +$30.5K | 0.18% | 69 |
|
|
2024
Q4 | $677K | Buy |
2,797
+222
| +9% | +$53.8K | 0.15% | 82 |
|
|
2024
Q3 | $626K | Buy |
2,575
+320
| +14% | +$77.8K | 0.15% | 72 |
|
|
2024
Q2 | $485K | Buy |
2,255
+235
| +12% | +$50.5K | 0.13% | 87 |
|
|
2024
Q1 | $416K | Hold |
2,020
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $386K | Buy |
2,020
+55
| +3% | +$10.5K | 0.11% | 103 |
|
|
2023
Q3 | $337K | Hold |
1,965
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $350K | Buy |
1,965
+566
| +40% | +$101K | 0.12% | 87 |
|
|
2023
Q1 | $256K | Buy |
+1,399
| New | +$256K | 0.1% | 105 |
|