WealthPLAN Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $942K | Buy |
|
|||||
|
2025
Q2 | $780K | Sell |
|
|||||
|
2025
Q1 | $851K | Buy |
|
|||||
|
2024
Q4 | $703K | Buy |
|
|||||
|
2024
Q3 | $439K | Sell |
|
|||||
|
2024
Q2 | $455K | Sell |
|
|||||
|
2024
Q1 | $872K | Sell |
|
|||||
|
2023
Q4 | $814K | Buy |
|
|||||
|
2023
Q3 | $729K | Sell |
|
|||||
|
2023
Q2 | $1.33M | Sell |
|
|||||
|
2023
Q1 | $1.61M | Sell |
|
|||||
|
2022
Q4 | $1.87M | Buy |
|
|||||
|
2022
Q1 | $462K | Buy |
|
|||||
|
2021
Q4 | $417K | Buy |
|
|||||
|
2021
Q3 | $404K | Sell |
|
|||||
|
2021
Q2 | $399K | Buy |
|
|||||
|
2021
Q1 | $386K | Buy |
|
|||||
|
2020
Q4 | $308K | Buy |
|
|||||
|
2020
Q3 | $262K | Buy |
|
|||||
|
2020
Q2 | $265K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $41.9K | Buy |
|
|||||
|
2016
Q3 | $185K | Sell |
|
|||||
|
2016
Q2 | $2.2M | Buy |
|
|||||
|
2015
Q4 | $29.3K | Buy |
|
|||||
|
2015
Q2 | $49K | Buy |
|
|||||
|
2015
Q1 | $33K | Buy |
|