Wells Financial Advisors’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 | $3.97M | Sell |
13,021
-1,419
| -10% | -$433K | 5.45% | 4 |
|
|
2025
Q1 | $4.16M | Buy |
14,440
+1,109
| +8% | +$320K | 5.74% | 4 |
|
|
2024
Q4 | $3.23M | Sell |
13,331
-431
| -3% | -$104K | 4.4% | 7 |
|
|
2024
Q3 | $3.34M | Sell |
13,762
-14,943
| -52% | -$3.63M | 4.52% | 5 |
|
|
2024
Q2 | $6.17M | Sell |
28,705
-3,396
| -11% | -$730K | 4.06% | 9 |
|
|
2024
Q1 | $6.6M | Buy |
32,101
+456
| +1% | +$93.8K | 4.5% | 9 |
|
|
2023
Q4 | $6.05M | Buy |
31,645
+1,400
| +5% | +$268K | 4.39% | 10 |
|
|
2023
Q3 | $5.19M | Sell |
30,245
-48
| -0.2% | -$8.23K | 4.03% | 11 |
|
|
2023
Q2 | $5.4M | Buy |
30,293
+9,706
| +47% | +$1.73M | 4.08% | 10 |
|
|
2023
Q1 | $3.77M | Buy |
20,587
+7
| +0% | +$1.28K | 3.01% | 13 |
|
|
2022
Q4 | $3.49M | Sell |
20,580
-24,401
| -54% | -$4.14M | 2.89% | 12 |
|
|
2022
Q3 | $6.96M | Sell |
44,981
-1,198
| -3% | -$185K | 6.74% | 6 |
|
|
2022
Q2 | $7.78M | Buy |
46,179
+3,317
| +8% | +$559K | 7.02% | 6 |
|
|
2022
Q1 | $7.74M | Buy |
42,862
+808
| +2% | +$146K | 6.46% | 5 |
|
|
2021
Q4 | $7.19M | Sell |
42,054
-576
| -1% | -$98.5K | 5.74% | 7 |
|
|
2021
Q3 | $7M | Buy |
42,630
+292
| +0.7% | +$48K | 5.91% | 8 |
|
|
2021
Q2 | $7.01M | Sell |
42,338
-151
| -0.4% | -$25K | 5.91% | 8 |
|
|
2021
Q1 | $6.8M | Buy |
42,489
+397
| +0.9% | +$63.5K | 6.1% | 7 |
|
|
2020
Q4 | $7.51M | Buy |
+42,092
| New | +$7.51M | 6.42% | 5 |
|