Xcel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Hold |
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|
2025
Q1 | $807K | Sell |
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|
2024
Q4 | $683K | Hold |
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|
2024
Q3 | $685K | Hold |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $607K | Hold |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $503K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $478K | Hold |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $500K | Hold |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $458K | Hold |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $485K | Hold |
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|
2020
Q3 | $481K | Buy |
|