Wescott Financial Advisory Group’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 | $551K | Buy |
1,806
+557
| +45% | +$170K | 0.05% | 113 |
|
|
2025
Q1 | $360K | Sell |
1,249
-60
| -5% | -$17.3K | 0.04% | 130 |
|
|
2024
Q4 | $317K | Hold |
1,309
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $318K | Buy |
1,309
+26
| +2% | +$6.32K | 0.03% | 143 |
|
|
2024
Q2 | $276K | Sell |
1,283
-15
| -1% | -$3.23K | 0.03% | 145 |
|
|
2024
Q1 | $267K | Sell |
1,298
-3
| -0.2% | -$617 | 0.03% | 142 |
|
|
2023
Q4 | $249K | Hold |
1,301
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $223K | Sell |
1,301
-35
| -3% | -$6K | 0.04% | 143 |
|
|
2023
Q2 | $238K | Buy |
1,336
+7
| +0.5% | +$1.25K | 0.04% | 146 |
|
|
2023
Q1 | $243K | Hold |
1,329
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $225K | Sell |
1,329
-59
| -4% | -$10K | 0.05% | 137 |
|
|
2022
Q3 | $215K | Hold |
1,388
| – | – | 0.06% | 126 |
|
|
2022
Q2 | $234K | Hold |
1,388
| – | – | 0.06% | 118 |
|
|
2022
Q1 | $251K | Buy |
+1,388
| New | +$251K | 0.06% | 112 |
|