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 |
|