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