Wolf Group Capital 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
Q1 | $647K | Buy |
2,247
+405
| +22% | +$117K | 0.22% | 101 |
|
2024
Q4 | $328K | Hold |
1,842
| – | – | 0.16% | 95 |
|
2024
Q3 | $328K | Buy |
1,842
+155
| +9% | +$27.6K | 0.16% | 96 |
|
2024
Q2 | $363K | Sell |
1,687
-155
| -8% | -$33.3K | 0.14% | 100 |
|
2024
Q1 | $328K | Hold |
1,842
| – | – | 0.16% | 96 |
|
2023
Q4 | $328K | Sell |
1,842
-28
| -1% | -$4.99K | 0.16% | 97 |
|
2023
Q3 | $321K | Buy |
1,870
+28
| +2% | +$4.8K | 0.15% | 96 |
|
2023
Q2 | $338K | Hold |
1,842
| – | – | 0.17% | 95 |
|
2023
Q1 | $337K | Sell |
1,842
-1,380
| -43% | -$253K | 0.17% | 93 |
|
2022
Q4 | $547K | Buy |
+3,222
| New | +$547K | 0.26% | 83 |
|