Wealthquest’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 | $234K | Sell |
766
-333
| -30% | -$102K | 0.02% | 124 |
|
|
2025
Q1 | $317K | Hold |
1,099
| – | – | 0.03% | 98 |
|
|
2024
Q4 | $266K | Hold |
1,099
| – | – | 0.02% | 105 |
|
|
2024
Q3 | $270K | Hold |
1,099
| – | – | 0.02% | 103 |
|
|
2024
Q2 | $236K | Sell |
1,099
-6
| -0.5% | -$1.29K | 0.03% | 115 |
|
|
2024
Q1 | $227K | Sell |
1,105
-2
| -0.2% | -$411 | 0.02% | 122 |
|
|
2023
Q4 | $212K | Buy |
+1,107
| New | +$212K | 0.02% | 129 |
|
|
2023
Q2 | – | Sell |
-1,105
| Closed | -$202K | – | 124 |
|
|
2023
Q1 | $202K | Buy |
+1,105
| New | +$202K | 0.03% | 119 |
|