Wealthspan 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 | $768K | Sell |
2,518
-202
| -7% | -$61.6K | 0.32% | 50 |
|
|
2025
Q1 | $784K | Sell |
2,720
-9
| -0.3% | -$2.59K | 0.36% | 47 |
|
|
2024
Q4 | $661K | Buy |
2,729
+14
| +0.5% | +$3.39K | 0.32% | 55 |
|
|
2024
Q3 | $660K | Buy |
2,715
+10
| +0.4% | +$2.43K | 0.33% | 54 |
|
|
2024
Q2 | $582K | Sell |
2,705
-44
| -2% | -$9.46K | 0.32% | 52 |
|
|
2024
Q1 | $566K | Buy |
2,749
+387
| +16% | +$79.6K | 0.33% | 54 |
|
|
2023
Q4 | $452K | Sell |
2,362
-67
| -3% | -$12.8K | 0.32% | 52 |
|
|
2023
Q3 | $416K | Sell |
2,429
-109
| -4% | -$18.7K | 0.33% | 53 |
|
|
2023
Q2 | $452K | Buy |
2,538
+67
| +3% | +$11.9K | 0.36% | 44 |
|
|
2023
Q1 | $453K | Sell |
2,471
-9
| -0.4% | -$1.65K | 0.39% | 46 |
|
|
2022
Q4 | $421K | Buy |
2,480
+170
| +7% | +$28.8K | 0.38% | 48 |
|
|
2022
Q3 | $357K | Hold |
2,310
| – | – | 0.37% | 45 |
|
|
2022
Q2 | $389K | Sell |
2,310
-4
| -0.2% | -$674 | 0.4% | 43 |
|
|
2022
Q1 | $418K | Buy |
2,314
+14
| +0.6% | +$2.53K | 0.38% | 43 |
|
|
2021
Q4 | $393K | Buy |
+2,300
| New | +$393K | 0.35% | 49 |
|