West Michigan 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 | $1.7M | Buy |
5,571
+981
| +21% | +$299K | 0.48% | 47 |
|
2025
Q1 | $1.32M | Buy |
4,590
+386
| +9% | +$111K | 0.44% | 49 |
|
2024
Q4 | $1.02M | Buy |
4,204
+1,203
| +40% | +$291K | 0.31% | 62 |
|
2024
Q3 | $729K | Buy |
3,001
+893
| +42% | +$217K | 0.22% | 81 |
|
2024
Q2 | $453K | Buy |
2,108
+352
| +20% | +$75.7K | 0.14% | 108 |
|
2024
Q1 | $361K | Buy |
+1,756
| New | +$361K | 0.12% | 118 |
|
2023
Q3 | – | Sell |
-1,630
| Closed | -$291K | – | 158 |
|
2023
Q2 | $291K | Hold |
1,630
| – | – | 0.12% | 150 |
|
2023
Q1 | $299K | Sell |
1,630
-100
| -6% | -$18.3K | 0.17% | 98 |
|
2022
Q4 | $293K | Buy |
1,730
+76
| +5% | +$12.9K | 0.21% | 79 |
|
2022
Q3 | $256K | Hold |
1,654
| – | – | 0.22% | 84 |
|
2022
Q2 | $279K | Buy |
1,654
+55
| +3% | +$9.28K | 0.24% | 84 |
|
2022
Q1 | $289K | Buy |
1,599
+324
| +25% | +$58.6K | 0.2% | 92 |
|
2021
Q4 | $218K | Buy |
+1,275
| New | +$218K | 0.16% | 112 |
|