Wealthspire Advisors (New York)’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 | $16M | Buy |
52,517
+604
| +1% | +$184K | 0.09% | 89 |
|
|
2025
Q1 | $15M | Buy |
51,913
+1,858
| +4% | +$535K | 0.09% | 88 |
|
|
2024
Q4 | $12.1M | Buy |
50,055
+1,132
| +2% | +$274K | 0.12% | 87 |
|
|
2024
Q3 | $11.9M | Buy |
48,923
+3,112
| +7% | +$756K | 0.12% | 87 |
|
|
2024
Q2 | $9.85M | Sell |
45,811
-614
| -1% | -$132K | 0.13% | 81 |
|
|
2024
Q1 | $9.55M | Sell |
46,425
-191
| -0.4% | -$39.3K | 0.13% | 78 |
|
|
2023
Q4 | $8.91M | Sell |
46,616
-1,401
| -3% | -$268K | 0.13% | 77 |
|
|
2023
Q3 | $8.23M | Buy |
48,017
+394
| +0.8% | +$67.6K | 0.14% | 78 |
|
|
2023
Q2 | $8.49M | Sell |
47,623
-2,287
| -5% | -$408K | 0.14% | 76 |
|
|
2023
Q1 | $9.14M | Buy |
49,910
+632
| +1% | +$116K | 0.16% | 70 |
|
|
2022
Q4 | $8.36M | Sell |
49,278
-1,018
| -2% | -$173K | 0.15% | 78 |
|
|
2022
Q3 | $7.78M | Sell |
50,296
-1,807
| -3% | -$279K | 0.16% | 77 |
|
|
2022
Q2 | $8.78M | Buy |
52,103
+1,028
| +2% | +$173K | 0.18% | 64 |
|
|
2022
Q1 | $9.23M | Buy |
51,075
+2,512
| +5% | +$454K | 0.21% | 49 |
|
|
2021
Q4 | $8.3M | Sell |
48,563
-5,766
| -11% | -$986K | 0.18% | 55 |
|
|
2021
Q3 | $8.92M | Buy |
54,329
+3,862
| +8% | +$634K | 0.19% | 64 |
|
|
2021
Q2 | $8.36M | Buy |
50,467
+22,830
| +83% | +$3.78M | 0.22% | 53 |
|
|
2021
Q1 | $4.42M | Buy |
27,637
+5,137
| +23% | +$822K | 0.1% | 95 |
|
|
2020
Q4 | $4.01M | Buy |
22,500
+17,628
| +362% | +$3.14M | 0.12% | 84 |
|
|
2020
Q3 | $863K | Buy |
4,872
+1,110
| +30% | +$197K | 0.05% | 139 |
|
|
2020
Q2 | $630K | Sell |
3,762
-14,860
| -80% | -$2.49M | 0.04% | 136 |
|
|
2020
Q1 | $2.76M | Buy |
18,622
+16,460
| +761% | +$2.44M | 0.12% | 100 |
|
|
2019
Q4 | $309K | Buy |
+2,162
| New | +$309K | 0.02% | 145 |
|
|
2019
Q1 | – | Sell |
-686
| Closed | -$83K | – | 340 |
|
|
2018
Q4 | $83K | Buy |
+686
| New | +$83K | 0.01% | 123 |
|