Winthrop 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
$676K Buy
2,218
+2
+0.1% +$610 0.07% 83
2025
Q1
$638K Sell
2,216
-370
-14% -$107K 0.08% 75
2024
Q4
$626K Hold
2,586
0.08% 83
2024
Q3
$628K Buy
2,586
+120
+5% +$29.2K 0.08% 76
2024
Q2
$507K Hold
2,466
0.07% 82
2024
Q1
$507K Hold
2,466
0.07% 82
2023
Q4
$471K Buy
2,466
+112
+5% +$21.4K 0.07% 80
2023
Q3
$404K Buy
2,354
+41
+2% +$7.03K 0.07% 84
2023
Q2
$412K Sell
2,313
-1
-0% -$178 0.07% 88
2023
Q1
$424K Buy
2,314
+100
+5% +$18.3K 0.07% 79
2022
Q4
$375K Sell
2,214
-220
-9% -$37.3K 0.07% 85
2022
Q3
$376K Hold
2,434
0.08% 71
2022
Q2
$410K Hold
2,434
0.1% 70
2022
Q1
$440K Hold
2,434
0.09% 77
2021
Q4
$416K Sell
2,434
-37
-1% -$6.32K 0.08% 78
2021
Q3
$406K Buy
2,471
+44
+2% +$7.23K 0.09% 71
2021
Q2
$402K Buy
2,427
+171
+8% +$28.3K 0.09% 79
2021
Q1
$361K Hold
2,256
0.09% 80
2020
Q4
$402K Hold
2,256
0.11% 73
2020
Q3
$403K Hold
2,256
0.12% 64
2020
Q2
$376K Hold
2,256
0.13% 53
2020
Q1
$334K Buy
2,256
+70
+3% +$10.4K 0.13% 50
2019
Q4
$312K Sell
2,186
-160
-7% -$22.8K 0.11% 74
2019
Q3
$326K Buy
2,346
+14
+0.6% +$1.95K 0.13% 68
2019
Q2
$311K Buy
2,332
+202
+9% +$26.9K 0.13% 65
2019
Q1
$261K Hold
2,130
0.11% 76
2018
Q4
$258K Hold
2,130
0.13% 65
2018
Q3
$240K Hold
2,130
0.14% 76
2018
Q2
$253K Hold
2,130
0.17% 66
2018
Q1
$269K Buy
2,130
+55
+3% +$6.95K 0.19% 62
2017
Q4
$259K Buy
+2,075
New +$259K 0.18% 67