WorthPointe’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
$3.15M Buy
10,339
+3,245
+46% +$989K 1.33% 11
2025
Q1
$2.04M Sell
7,094
-2,903
-29% -$836K 0.91% 17
2024
Q4
$2.42M Buy
9,997
+3,846
+63% +$931K 0.99% 16
2024
Q3
$1.5M Hold
6,151
0.63% 21
2024
Q2
$1.32M Buy
+6,151
New +$1.32M 0.6% 23
2023
Q2
Sell
-2,817
Closed -$516K 56
2023
Q1
$516K Sell
2,817
-3,876
-58% -$710K 0.34% 30
2022
Q4
$1.14M Sell
6,693
-578
-8% -$98.1K 0.77% 19
2022
Q3
$1.13M Sell
7,271
-1,082
-13% -$167K 0.94% 15
2022
Q2
$1.41M Buy
8,353
+1,109
+15% +$187K 1.18% 12
2022
Q1
$1.31M Buy
+7,244
New +$1.31M 1.05% 13