Wealth Management 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 | $554K | Sell |
1,802
-2
| -0.1% | -$615 | 0.2% | 85 |
|
|
2025
Q1 | $520K | Hold |
1,804
| – | – | 0.24% | 77 |
|
|
2024
Q4 | $437K | Buy |
1,804
+149
| +9% | +$36.1K | 0.19% | 82 |
|
|
2024
Q3 | $402K | Sell |
1,655
-72
| -4% | -$17.5K | 0.19% | 81 |
|
|
2024
Q2 | $371K | Buy |
1,727
+7
| +0.4% | +$1.51K | 0.18% | 77 |
|
|
2024
Q1 | $354K | Buy |
1,720
+51
| +3% | +$10.5K | 0.18% | 84 |
|
|
2023
Q4 | $319K | Buy |
1,669
+1
| +0.1% | +$191 | 0.18% | 88 |
|
|
2023
Q3 | $286K | Buy |
1,668
+45
| +3% | +$7.72K | 0.18% | 86 |
|
|
2023
Q2 | $289K | Buy |
1,623
+27
| +2% | +$4.81K | 0.18% | 94 |
|
|
2023
Q1 | $292K | Sell |
1,596
-404
| -20% | -$74K | 0.2% | 90 |
|
|
2022
Q4 | $271K | Hold |
2,000
| – | – | 0.23% | 80 |
|
|
2022
Q3 | $251K | Hold |
2,000
| – | – | 0.22% | 81 |
|
|
2022
Q2 | $262K | Hold |
2,000
| – | – | 0.23% | 82 |
|
|
2022
Q1 | $281K | Hold |
2,000
| – | – | 0.2% | 93 |
|
|
2021
Q4 | $266K | Buy |
2,000
+495
| +33% | +$65.8K | 0.18% | 92 |
|
|
2021
Q3 | $247K | Hold |
1,505
| – | – | 0.18% | 98 |
|
|
2021
Q2 | $249K | Buy |
1,505
+26
| +2% | +$4.3K | 0.17% | 102 |
|
|
2021
Q1 | $241K | Buy |
1,479
+29
| +2% | +$4.73K | 0.18% | 106 |
|
|
2020
Q4 | $252K | Buy |
+1,450
| New | +$252K | 0.2% | 103 |
|