WealthPLAN 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 | $780K | Sell |
2,558
-397
| -13% | -$121K | 0.13% | 142 |
|
|
2025
Q1 | $851K | Buy |
2,955
+51
| +2% | +$14.7K | 0.12% | 134 |
|
|
2024
Q4 | $703K | Buy |
2,904
+1,096
| +61% | +$265K | 0.1% | 144 |
|
|
2024
Q3 | $439K | Sell |
1,808
-307
| -15% | -$74.6K | 0.06% | 187 |
|
|
2024
Q2 | $455K | Sell |
2,115
-2,124
| -50% | -$457K | 0.05% | 213 |
|
|
2024
Q1 | $872K | Sell |
4,239
-19
| -0.4% | -$3.91K | 0.09% | 158 |
|
|
2023
Q4 | $814K | Buy |
4,258
+6
| +0.1% | +$1.15K | 0.08% | 168 |
|
|
2023
Q3 | $729K | Sell |
4,252
-3,211
| -43% | -$551K | 0.08% | 164 |
|
|
2023
Q2 | $1.33M | Sell |
7,463
-1,329
| -15% | -$237K | 0.19% | 119 |
|
|
2023
Q1 | $1.61M | Sell |
8,792
-2,020
| -19% | -$370K | 0.18% | 107 |
|
|
2022
Q4 | $1.87M | Buy |
+10,812
| New | +$1.87M | 0.13% | 129 |
|
|
2022
Q1 | $462K | Buy |
2,612
+133
| +5% | +$23.5K | 0.03% | 260 |
|
|
2021
Q4 | $417K | Buy |
2,479
+55
| +2% | +$9.25K | 0.03% | 271 |
|
|
2021
Q3 | $404K | Sell |
2,424
-10
| -0.4% | -$1.67K | 0.03% | 277 |
|
|
2021
Q2 | $399K | Buy |
2,434
+115
| +5% | +$18.9K | 0.03% | 257 |
|
|
2021
Q1 | $386K | Buy |
2,319
+485
| +26% | +$80.7K | 0.03% | 248 |
|
|
2020
Q4 | $308K | Buy |
1,834
+343
| +23% | +$57.6K | 0.03% | 260 |
|
|
2020
Q3 | $262K | Buy |
1,491
+43
| +3% | +$7.56K | 0.03% | 270 |
|
|
2020
Q2 | $265K | Buy |
+1,448
| New | +$265K | 0.03% | 258 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$41.9K | – | 275 |
|
|
2017
Q1 | $41.9K | Buy |
+350
| New | +$41.9K | 0.15% | 122 |
|
|
2016
Q3 | $185K | Sell |
1,527
-19,180
| -93% | -$2.32M | 0.06% | 154 |
|
|
2016
Q2 | $2.2M | Buy |
+20,707
| New | +$2.2M | 0.28% | 63 |
|
|
2015
Q4 | $29.3K | Buy |
+1,164
| New | +$29.3K | ﹤0.01% | 775 |
|
|
2015
Q2 | $49K | Buy |
438
+150
| +52% | +$16.8K | 0.02% | 172 |
|
|
2015
Q1 | $33K | Buy |
+288
| New | +$33K | 0.02% | 276 |
|