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 |
|