Westshore Wealth’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 | $1.09M | Sell |
3,580
-100
| -3% | -$30.5K | 0.42% | 30 |
|
|
2025
Q1 | $1.06M | Hold |
3,680
| – | – | 0.45% | 26 |
|
|
2024
Q4 | $891K | Hold |
3,680
| – | – | 0.36% | 26 |
|
|
2024
Q3 | $894K | Hold |
3,680
| – | – | 0.37% | 25 |
|
|
2024
Q2 | $791K | Hold |
3,680
| – | – | 0.33% | 24 |
|
|
2024
Q1 | $757K | Hold |
3,680
| – | – | 0.31% | 28 |
|
|
2023
Q4 | $704K | Hold |
3,680
| – | – | 0.32% | 25 |
|
|
2023
Q3 | $631K | Sell |
3,680
-276
| -7% | -$47.3K | 0.35% | 24 |
|
|
2023
Q2 | $705K | Sell |
3,956
-305
| -7% | -$54.4K | 0.36% | 26 |
|
|
2023
Q1 | $781K | Hold |
4,261
| – | – | 0.41% | 26 |
|
|
2022
Q4 | $723K | Hold |
4,261
| – | – | 0.41% | 28 |
|
|
2022
Q3 | $659K | Sell |
4,261
-245
| -5% | -$37.9K | 0.45% | 22 |
|
|
2022
Q2 | $759K | Hold |
4,506
| – | – | 0.49% | 24 |
|
|
2022
Q1 | $814K | Buy |
4,506
+100
| +2% | +$18.1K | 0.55% | 24 |
|
|
2021
Q4 | $753K | Buy |
4,406
+1,050
| +31% | +$179K | 0.52% | 25 |
|
|
2021
Q3 | $551K | Hold |
3,356
| – | – | 0.44% | 30 |
|
|
2021
Q2 | $556K | Buy |
3,356
+380
| +13% | +$63K | 0.29% | 61 |
|
|
2021
Q1 | $476K | Buy |
+2,976
| New | +$476K | 0.27% | 63 |
|
|
2019
Q4 | $442K | Buy |
+3,092
| New | +$442K | 0.49% | 42 |
|