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