Waypoint Wealth Counsel’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 | $8.8M | Buy |
28,853
+101
| +0.4% | +$30.8K | 4.36% | 6 |
|
|
2025
Q1 | $8.28M | Buy |
28,752
+596
| +2% | +$172K | 5.2% | 5 |
|
|
2024
Q4 | $6.82M | Sell |
28,156
-289
| -1% | -$70K | 4.45% | 8 |
|
|
2024
Q3 | $6.91M | Buy |
28,445
+789
| +3% | +$192K | 4.65% | 6 |
|
|
2024
Q2 | $5.95M | Buy |
27,656
+1,124
| +4% | +$242K | 4.55% | 7 |
|
|
2024
Q1 | $5.46M | Buy |
26,532
+2,160
| +9% | +$444K | 4.21% | 7 |
|
|
2023
Q4 | $4.66M | Buy |
24,372
+1,729
| +8% | +$331K | 3.97% | 8 |
|
|
2023
Q3 | $3.88M | Buy |
22,643
+653
| +3% | +$112K | 3.66% | 8 |
|
|
2023
Q2 | $3.92M | Sell |
21,990
-2,689
| -11% | -$479K | 3.51% | 9 |
|
|
2023
Q1 | $4.52M | Buy |
24,679
+4,269
| +21% | +$782K | 3.51% | 9 |
|
|
2022
Q4 | $3.46M | Buy |
+20,410
| New | +$3.46M | 2.79% | 11 |
|