West Coast Financial’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
Sell
-8,495
Closed -$2.45M 51
2025
Q1
$2.45M Buy
8,495
+376
+5% +$108K 0.28% 60
2024
Q4
$1.97M Buy
8,119
+109
+1% +$26.4K 0.22% 60
2024
Q3
$1.95M Buy
8,010
+365
+5% +$88.7K 0.21% 63
2024
Q2
$1.64M Sell
7,645
-29
-0.4% -$6.24K 0.19% 66
2024
Q1
$1.58M Sell
7,674
-30
-0.4% -$6.17K 0.19% 65
2023
Q4
$1.47M Buy
7,704
+4,991
+184% +$954K 0.19% 66
2023
Q3
$465K Buy
2,713
+28
+1% +$4.8K 0.07% 94
2023
Q2
$479K Buy
+2,685
New +$479K 0.07% 99