Wealthspire Advisors (Maryland)’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.15M | Buy |
23,437
+5,319
| +29% | +$942K | 0.15% | 79 |
|
|
2020
Q2 | $3.03M | Buy |
18,118
+1,858
| +11% | +$311K | 0.22% | 71 |
|
|
2020
Q1 | $2.41M | Buy |
16,260
+235
| +1% | +$34.8K | 0.21% | 72 |
|
|
2019
Q4 | $2.29M | Sell |
16,025
-1,878
| -10% | -$268K | 0.15% | 90 |
|
|
2019
Q3 | $2.49M | Sell |
17,903
-201
| -1% | -$27.9K | 0.18% | 79 |
|
|
2019
Q2 | $2.41M | Sell |
18,104
-595
| -3% | -$79.2K | 0.18% | 83 |
|
|
2019
Q1 | $2.28M | Sell |
18,699
-3,481
| -16% | -$425K | 0.17% | 85 |
|
|
2018
Q4 | $2.69M | Sell |
22,180
-9,074
| -29% | -$1.1M | 0.24% | 62 |
|
|
2018
Q3 | $3.52M | Sell |
31,254
-3,546
| -10% | -$400K | 0.29% | 51 |
|
|
2018
Q2 | $4.13M | Sell |
34,800
-17,869
| -34% | -$2.12M | 0.37% | 44 |
|
|
2018
Q1 | $6.63M | Sell |
52,669
-3,394
| -6% | -$427K | 0.62% | 29 |
|
|
2017
Q4 | $6.93M | Sell |
56,063
-385
| -0.7% | -$47.6K | 0.67% | 26 |
|
|
2017
Q3 | $6.86M | Buy |
56,448
+6,986
| +14% | +$849K | 0.75% | 24 |
|
|
2017
Q2 | $5.84M | Buy |
49,462
+37,179
| +303% | +$4.39M | 0.69% | 24 |
|
|
2017
Q1 | $1.46M | Buy |
12,283
+690
| +6% | +$81.9K | 0.21% | 73 |
|
|
2016
Q4 | $1.27M | Buy |
11,593
+1,739
| +18% | +$191K | 0.19% | 83 |
|
|
2016
Q3 | $1.24M | Buy |
9,854
+1,572
| +19% | +$197K | 0.19% | 83 |
|
|
2016
Q2 | $1.05M | Buy |
8,282
+3,030
| +58% | +$383K | 0.17% | 91 |
|
|
2016
Q1 | $618K | Buy |
5,252
+1,588
| +43% | +$187K | 0.11% | 129 |
|
|
2015
Q4 | $372K | Buy |
+3,664
| New | +$372K | 0.07% | 208 |
|