YHB Investment 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
Q2 | $5M | Buy |
16,418
+48
| +0.3% | +$14.6K | 0.39% | 71 |
|
|
2025
Q1 | $4.72M | Buy |
16,370
+420
| +3% | +$121K | 0.39% | 70 |
|
|
2024
Q4 | $3.86M | Buy |
15,950
+5
| +0% | +$1.21K | 0.32% | 80 |
|
|
2024
Q3 | $3.88M | Sell |
15,945
-15
| -0.1% | -$3.65K | 0.32% | 78 |
|
|
2024
Q2 | $3.43M | Sell |
15,960
-16
| -0.1% | -$3.44K | 0.3% | 80 |
|
|
2024
Q1 | $3.29M | Sell |
15,976
-325
| -2% | -$66.9K | 0.29% | 83 |
|
|
2023
Q4 | $3.12M | Sell |
16,301
-645
| -4% | -$123K | 0.3% | 83 |
|
|
2023
Q3 | $2.91M | Hold |
16,946
| – | – | 0.27% | 93 |
|
|
2023
Q2 | $3.02M | Sell |
16,946
-7,812
| -32% | -$1.39M | 0.28% | 94 |
|
|
2023
Q1 | $4.54M | Sell |
24,758
-260
| -1% | -$47.6K | 0.45% | 62 |
|
|
2022
Q4 | $4.24M | Sell |
25,018
-45
| -0.2% | -$7.63K | 0.45% | 59 |
|
|
2022
Q3 | $3.88M | Buy |
25,063
+1,076
| +4% | +$166K | 0.43% | 64 |
|
|
2022
Q2 | $4.04M | Hold |
23,987
| – | – | 0.43% | 67 |
|
|
2022
Q1 | $4.33M | Buy |
23,987
+4
| +0% | +$723 | 0.38% | 73 |
|
|
2021
Q4 | $4.1M | Sell |
23,983
-91
| -0.4% | -$15.6K | 0.32% | 78 |
|
|
2021
Q3 | $3.95M | Buy |
24,074
+137
| +0.6% | +$22.5K | 0.34% | 79 |
|
|
2021
Q2 | $3.97M | Hold |
23,937
| – | – | 0.34% | 81 |
|
|
2021
Q1 | $3.98M | Sell |
23,937
-870
| -4% | -$145K | 0.34% | 77 |
|
|
2020
Q4 | $4.43M | Sell |
24,807
-140
| -0.6% | -$25K | 0.42% | 68 |
|
|
2020
Q3 | $4.42M | Buy |
+24,947
| New | +$4.42M | 0.48% | 60 |
|