Wescott Financial Advisory Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $318K | Buy |
|
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $251K | Buy |
|