WealthPlan Investment Management’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 | $1.49M | Buy |
4,883
+3,995
| +450% | +$1.22M | 0.11% | 151 |
|
|
2025
Q1 | $256K | Sell |
888
-15
| -2% | -$4.32K | 0.03% | 238 |
|
|
2024
Q4 | $219K | Sell |
903
-235
| -21% | -$56.9K | 0.02% | 248 |
|
|
2024
Q3 | $277K | Buy |
+1,138
| New | +$277K | 0.03% | 217 |
|
|
2023
Q3 | – | Sell |
-408
| Closed | -$72.7K | – | 232 |
|
|
2023
Q2 | $72.7K | Sell |
408
-100
| -20% | -$17.8K | 0.02% | 173 |
|
|
2023
Q1 | $93.1K | Sell |
508
-10,304
| -95% | -$1.89M | 0.02% | 202 |
|
|
2022
Q4 | $1.86M | Buy |
10,812
+1,773
| +20% | +$306K | 0.13% | 129 |
|
|
2022
Q3 | $1.5M | Buy |
+9,039
| New | +$1.5M | 0.11% | 135 |
|
|
2022
Q1 | $462K | Buy |
+2,612
| New | +$462K | 0.03% | 260 |
|