WealthShield 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 | $2.13M | Sell |
6,981
-101
| -1% | -$30.8K | 0.26% | 109 |
|
2025
Q1 | $2.04M | Buy |
7,082
+2,377
| +51% | +$685K | 0.26% | 103 |
|
2024
Q4 | $1.14M | Sell |
4,705
-2,096
| -31% | -$508K | 0.16% | 136 |
|
2024
Q3 | $1.65M | Buy |
6,801
+2,221
| +48% | +$540K | 0.22% | 112 |
|
2024
Q2 | $985K | Buy |
4,580
+875
| +24% | +$188K | 0.15% | 147 |
|
2024
Q1 | $762K | Sell |
3,705
-2,209
| -37% | -$454K | 0.12% | 167 |
|
2023
Q4 | $1.13M | Buy |
5,914
+120
| +2% | +$22.9K | 0.19% | 134 |
|
2023
Q3 | $993K | Buy |
5,794
+181
| +3% | +$31K | 0.15% | 149 |
|
2023
Q2 | $1M | Buy |
5,613
+73
| +1% | +$13K | 0.15% | 146 |
|
2023
Q1 | $1.02M | Sell |
5,540
-89
| -2% | -$16.3K | 0.16% | 146 |
|
2022
Q4 | $955K | Sell |
5,629
-102
| -2% | -$17.3K | 0.18% | 134 |
|
2022
Q3 | $886K | Sell |
5,731
-23,663
| -81% | -$3.66M | 0.18% | 139 |
|
2022
Q2 | $4.95M | Sell |
29,394
-7,018
| -19% | -$1.18M | 0.98% | 24 |
|
2022
Q1 | $6.58M | Sell |
36,412
-35,006
| -49% | -$6.32M | 1.05% | 22 |
|
2021
Q4 | $12.2M | Buy |
71,418
+69,541
| +3,705% | +$11.9M | 2.03% | 7 |
|
2021
Q3 | $308K | Buy |
+1,877
| New | +$308K | 0.08% | 188 |
|
2021
Q2 | – | Sell |
-1,877
| Closed | -$300K | – | 916 |
|
2021
Q1 | $300K | Sell |
1,877
-5,307
| -74% | -$848K | 0.05% | 208 |
|
2020
Q4 | $1.28M | Buy |
7,184
+263
| +4% | +$46.9K | 0.24% | 89 |
|
2020
Q3 | $1.23M | Buy |
6,921
+4,329
| +167% | +$767K | 0.43% | 61 |
|
2020
Q2 | $434K | Sell |
2,592
-447
| -15% | -$74.8K | 0.2% | 112 |
|
2020
Q1 | $450K | Sell |
3,039
-550
| -15% | -$81.4K | 0.28% | 82 |
|
2019
Q4 | $513K | Sell |
3,589
-50
| -1% | -$7.15K | 0.25% | 90 |
|
2019
Q3 | $505K | Buy |
+3,639
| New | +$505K | 0.27% | 88 |
|
2018
Q2 | – | Sell |
-1,663
| Closed | -$209K | – | 254 |
|
2018
Q1 | $209K | Buy |
1,663
+32
| +2% | +$4.02K | 0.13% | 115 |
|
2017
Q4 | $204K | Buy |
+1,631
| New | +$204K | 0.12% | 125 |
|