Winthrop Advisory Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
2,717
-1,751
| -39% | -$784K | 0.1% | 70 |
|
|
2025
Q4 | $1.77M | Buy |
4,468
+2,240
| +101% | +$855K | 0.15% | 57 |
|
|
2025
Q3 | $792K | Buy |
2,228
+10
| +0.5% | +$3.19K | 0.07% | 80 |
|
|
2025
Q2 | $676K | Buy |
2,218
+2
| +0.1% | +$606 | 0.07% | 83 |
|
|
2025
Q1 | $638K | Sell |
2,216
-370
| -14% | -$97.8K | 0.08% | 75 |
|
|
2024
Q4 | $626K | Hold |
2,586
| – | – | 0.08% | 83 |
|
|
2024
Q3 | $628K | Buy |
2,586
+120
| +5% | +$27.5K | 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% | +$20.5K | 0.07% | 80 |
|
|
2023
Q3 | $404K | Buy |
2,354
+41
| +2% | +$7.33K | 0.07% | 84 |
|
|
2023
Q2 | $412K | Sell |
2,313
-1
| -0% | -$184 | 0.07% | 88 |
|
|
2023
Q1 | $424K | Buy |
2,314
+100
| +5% | +$17.6K | 0.07% | 79 |
|
|
2022
Q4 | $375K | Sell |
2,214
-220
| -9% | -$35.4K | 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% | -$6.21K | 0.08% | 78 |
|
|
2021
Q3 | $406K | Buy |
2,471
+44
| +2% | +$7.37K | 0.09% | 71 |
|
|
2021
Q2 | $402K | Buy |
2,427
+171
| +8% | +$29.1K | 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% | -$22.4K | 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% | +$25K | 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% | +$6.94K | 0.19% | 62 |
|
|
2017
Q4 | $259K | Buy |
+2,075
| New | +$252K | 0.18% | 67 |
|
Other funds holding GLD
