Wealthcare Advisory 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
$7.62M Buy
24,983
+4,653
+23% +$1.42M 0.17% 114
2025
Q1
$5.86M Buy
20,330
+1,629
+9% +$469K 0.16% 118
2024
Q4
$4.53M Buy
18,701
+4,194
+29% +$1.02M 0.13% 146
2024
Q3
$3.53M Buy
14,507
+2,263
+18% +$550K 0.1% 181
2024
Q2
$2.63M Buy
12,244
+2,770
+29% +$596K 0.08% 201
2024
Q1
$1.95M Buy
9,474
+2,818
+42% +$580K 0.06% 236
2023
Q4
$1.27M Sell
6,656
-194
-3% -$37.1K 0.05% 265
2023
Q3
$1.17M Sell
6,850
-1,219
-15% -$209K 0.05% 254
2023
Q2
$1.44M Sell
8,069
-1,368
-14% -$244K 0.06% 228
2023
Q1
$1.73M Sell
9,437
-325
-3% -$59.5K 0.07% 200
2022
Q4
$1.66M Sell
9,762
-31
-0.3% -$5.26K 0.08% 188
2022
Q3
$1.52M Sell
9,793
-1,830
-16% -$283K 0.09% 173
2022
Q2
$1.96M Sell
11,623
-2,104
-15% -$354K 0.12% 118
2022
Q1
$2.48M Buy
13,727
+816
+6% +$147K 0.15% 84
2021
Q4
$2.21M Buy
12,911
+3,311
+34% +$566K 0.13% 99
2021
Q3
$1.58M Sell
9,600
-124
-1% -$20.4K 0.1% 125
2021
Q2
$1.61M Buy
9,724
+1,234
+15% +$204K 0.11% 124
2021
Q1
$1.36M Buy
8,490
+212
+3% +$33.9K 0.1% 129
2020
Q4
$1.48M Buy
8,278
+867
+12% +$155K 0.13% 97
2020
Q3
$1.31M Sell
7,411
-8,713
-54% -$1.54M 0.14% 86
2020
Q2
$2.7M Sell
16,124
-5,481
-25% -$917K 0.34% 36
2020
Q1
$3.2M Buy
21,605
+12,938
+149% +$1.92M 0.47% 33
2019
Q4
$1.24M Sell
8,667
-184
-2% -$26.3K 0.16% 84
2019
Q3
$1.23M Buy
8,851
+4,603
+108% +$639K 0.18% 73
2019
Q2
$566K Buy
4,248
+650
+18% +$86.6K 0.09% 134
2019
Q1
$439K Buy
3,598
+775
+27% +$94.6K 0.07% 146
2018
Q4
$342K Sell
2,823
-1,296
-31% -$157K 0.07% 147
2018
Q3
$464K Sell
4,119
-440
-10% -$49.6K 0.09% 127
2018
Q2
$541K Sell
4,559
-165
-3% -$19.6K 0.11% 111
2018
Q1
$594K Buy
4,724
+464
+11% +$58.3K 0.13% 96
2017
Q4
$527K Sell
4,260
-82
-2% -$10.1K 0.14% 86
2017
Q3
$528K Buy
+4,342
New +$528K 0.16% 78