Wolff Financial Management’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 | $650K | Buy |
2,133
+50
| +2% | +$15.2K | 0.17% | 56 |
|
|
2025
Q1 | $600K | Hold |
2,083
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $504K | Sell |
2,083
-30
| -1% | -$7.26K | 0.14% | 65 |
|
|
2024
Q3 | $514K | Hold |
2,113
| – | – | 0.14% | 68 |
|
|
2024
Q2 | $454K | Hold |
2,113
| – | – | 0.34% | 35 |
|
|
2024
Q1 | $435K | Hold |
2,113
| – | – | 0.13% | 74 |
|
|
2023
Q4 | $404K | Hold |
2,113
| – | – | 0.12% | 77 |
|
|
2023
Q3 | $362K | Hold |
2,113
| – | – | 0.12% | 76 |
|
|
2023
Q2 | $377K | Sell |
2,113
-14
| -0.7% | -$2.5K | 0.33% | 32 |
|
|
2023
Q1 | $390K | Sell |
2,127
-252
| -11% | -$46.2K | 0.14% | 79 |
|
|
2022
Q4 | $404K | Sell |
2,379
-236
| -9% | -$40.1K | 0.15% | 76 |
|
|
2022
Q3 | $404K | Hold |
2,615
| – | – | 0.18% | 72 |
|
|
2022
Q2 | $441K | Hold |
2,615
| – | – | 0.2% | 73 |
|
|
2022
Q1 | $472K | Sell |
2,615
-164
| -6% | -$29.6K | 0.19% | 74 |
|
|
2021
Q4 | $475K | Hold |
2,779
| – | – | 0.18% | 72 |
|
|
2021
Q3 | $456K | Buy |
+2,779
| New | +$456K | 0.4% | 29 |
|
|
2021
Q1 | $668K | Buy |
4,179
+6
| +0.1% | +$959 | 0.31% | 53 |
|
|
2020
Q4 | $744K | Sell |
4,173
-1,448
| -26% | -$258K | 0.39% | 45 |
|
|
2020
Q3 | $996K | Buy |
5,621
+873
| +18% | +$155K | 0.59% | 35 |
|
|
2020
Q2 | $795K | Buy |
4,748
+93
| +2% | +$15.6K | 0.51% | 39 |
|
|
2020
Q1 | $689K | Buy |
4,655
+2,188
| +89% | +$324K | 0.52% | 37 |
|
|
2019
Q4 | $353K | Sell |
2,467
-57
| -2% | -$8.16K | 0.23% | 66 |
|
|
2019
Q3 | $351K | Hold |
2,524
| – | – | 0.26% | 63 |
|
|
2019
Q2 | $336K | Hold |
2,524
| – | – | 0.26% | 62 |
|
|
2019
Q1 | $308K | Hold |
2,524
| – | – | 0.26% | 67 |
|
|
2018
Q4 | $306K | Buy |
+2,524
| New | +$306K | 0.3% | 65 |
|