WBH Advisory’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 | $342K | Buy |
1,121
+69
| +7% | +$21K | 0.03% | 273 |
|
2025
Q1 | $303K | Sell |
1,052
-141
| -12% | -$40.6K | 0.03% | 274 |
|
2024
Q4 | $289K | Sell |
1,193
-137
| -10% | -$33.2K | 0.03% | 272 |
|
2024
Q3 | $323K | Buy |
1,330
+100
| +8% | +$24.3K | 0.03% | 257 |
|
2024
Q2 | $264K | Buy |
+1,230
| New | +$264K | 0.03% | 269 |
|
2023
Q3 | – | Sell |
-1,339
| Closed | -$239K | – | 294 |
|
2023
Q2 | $239K | Hold |
1,339
| – | – | 0.03% | 274 |
|
2023
Q1 | $245K | Buy |
+1,339
| New | +$245K | 0.03% | 278 |
|
2021
Q4 | – | Sell |
-1,794
| Closed | -$295K | – | 312 |
|
2021
Q3 | $295K | Sell |
1,794
-150
| -8% | -$24.7K | 0.04% | 248 |
|
2021
Q2 | $327K | Sell |
1,944
-800
| -29% | -$135K | 0.05% | 216 |
|
2021
Q1 | $439K | Buy |
+2,744
| New | +$439K | 0.07% | 190 |
|
2016
Q4 | – | Sell |
-1,661
| Closed | -$208K | – | 224 |
|
2016
Q3 | $208K | Buy |
+1,661
| New | +$208K | 0.07% | 212 |
|
2014
Q4 | – | Sell |
-1,913
| Closed | -$222K | – | 213 |
|
2014
Q3 | $222K | Hold |
1,913
| – | – | 0.08% | 190 |
|
2014
Q2 | $244K | Hold |
1,913
| – | – | 0.09% | 184 |
|
2014
Q1 | $236K | Sell |
1,913
-249
| -12% | -$30.7K | 0.09% | 184 |
|
2013
Q4 | $251K | Buy |
2,162
+249
| +13% | +$28.9K | 0.1% | 177 |
|
2013
Q3 | $245K | Sell |
1,913
-1,002
| -34% | -$128K | 0.11% | 167 |
|
2013
Q2 | $347K | Buy |
+2,915
| New | +$347K | 0.16% | 138 |
|