Zhang Financial’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 | $373K | Hold |
1,224
| – | – | 0.02% | 221 |
|
|
2025
Q1 | $353K | Sell |
1,224
-10
| -0.8% | -$2.88K | 0.02% | 230 |
|
|
2024
Q4 | $299K | Buy |
1,234
+10
| +0.8% | +$2.42K | 0.02% | 237 |
|
|
2024
Q3 | $298K | Sell |
1,224
-71
| -5% | -$17.3K | 0.02% | 229 |
|
|
2024
Q2 | $278K | Hold |
1,295
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $266K | Sell |
1,295
-795
| -38% | -$164K | 0.02% | 235 |
|
|
2023
Q4 | $400K | Hold |
2,090
| – | – | 0.03% | 198 |
|
|
2023
Q3 | $358K | Hold |
2,090
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $373K | Sell |
2,090
-250
| -11% | -$44.6K | 0.04% | 186 |
|
|
2023
Q1 | $429K | Hold |
2,340
| – | – | 0.05% | 167 |
|
|
2022
Q4 | $397K | Sell |
2,340
-167
| -7% | -$28.3K | 0.05% | 162 |
|
|
2022
Q3 | $388K | Sell |
2,507
-550
| -18% | -$85.1K | 0.06% | 149 |
|
|
2022
Q2 | $515K | Buy |
3,057
+1,067
| +54% | +$180K | 0.08% | 129 |
|
|
2022
Q1 | $359K | Sell |
1,990
-20
| -1% | -$3.61K | 0.06% | 167 |
|
|
2021
Q4 | $344K | Hold |
2,010
| – | – | 0.06% | 155 |
|
|
2021
Q3 | $330K | Hold |
2,010
| – | – | 0.08% | 119 |
|
|
2021
Q2 | $333K | Hold |
2,010
| – | – | 0.08% | 97 |
|
|
2021
Q1 | $322K | Hold |
2,010
| – | – | 0.09% | 92 |
|
|
2020
Q4 | $359K | Buy |
2,010
+111
| +6% | +$19.8K | 0.11% | 76 |
|
|
2020
Q3 | $336K | Buy |
1,899
+37
| +2% | +$6.55K | 0.12% | 69 |
|
|
2020
Q2 | $312K | Sell |
1,862
-455
| -20% | -$76.2K | 0.12% | 71 |
|
|
2020
Q1 | $343K | Sell |
2,317
-651
| -22% | -$96.4K | 0.15% | 66 |
|
|
2019
Q4 | $424K | Sell |
2,968
-48
| -2% | -$6.86K | 0.16% | 66 |
|
|
2019
Q3 | $419K | Sell |
3,016
-29
| -1% | -$4.03K | 0.18% | 60 |
|
|
2019
Q2 | $406K | Hold |
3,045
| – | – | 0.17% | 63 |
|
|
2019
Q1 | $372K | Hold |
3,045
| – | – | 0.16% | 62 |
|
|
2018
Q4 | $369K | Buy |
3,045
+115
| +4% | +$13.9K | 0.18% | 54 |
|
|
2018
Q3 | $330K | Sell |
2,930
-200
| -6% | -$22.5K | 0.16% | 57 |
|
|
2018
Q2 | $368K | Sell |
3,130
-142
| -4% | -$16.7K | 0.19% | 52 |
|
|
2018
Q1 | $416K | Hold |
3,272
| – | – | 0.22% | 48 |
|
|
2017
Q4 | $410K | Buy |
3,272
+145
| +5% | +$18.2K | 0.2% | 49 |
|
|
2017
Q3 | $382K | Hold |
3,127
| – | – | 0.19% | 49 |
|
|
2017
Q2 | $361K | Sell |
3,127
-145
| -4% | -$16.7K | 0.19% | 50 |
|
|
2017
Q1 | $410K | Buy |
3,272
+145
| +5% | +$18.2K | 0.2% | 47 |
|
|
2016
Q4 | $360K | Hold |
3,127
| – | – | 0.2% | 52 |
|
|
2016
Q3 | $393K | Buy |
3,127
+200
| +7% | +$25.1K | 0.22% | 54 |
|
|
2016
Q2 | $370K | Sell |
2,927
-2
| -0.1% | -$253 | 0.2% | 53 |
|
|
2016
Q1 | $345K | Hold |
2,929
| – | – | 0.19% | 54 |
|
|
2015
Q4 | $297K | Buy |
2,929
+133
| +5% | +$13.5K | 0.18% | 57 |
|
|
2015
Q3 | $299K | Hold |
2,796
| – | – | 0.19% | 53 |
|
|
2015
Q2 | $314K | Hold |
2,796
| – | – | 0.2% | 53 |
|
|
2015
Q1 | $318K | Buy |
2,796
+320
| +13% | +$36.4K | 0.2% | 53 |
|
|
2014
Q4 | $281K | Hold |
2,476
| – | – | 0.18% | 54 |
|
|
2014
Q3 | $288K | Buy |
2,476
+100
| +4% | +$11.6K | 0.2% | 50 |
|
|
2014
Q2 | $304K | Buy |
2,376
+96
| +4% | +$12.3K | 0.2% | 48 |
|
|
2014
Q1 | $282K | Buy |
2,280
+195
| +9% | +$24.1K | 0.2% | 46 |
|
|
2013
Q4 | $242K | Hold |
2,085
| – | – | 0.18% | 48 |
|
|
2013
Q3 | $267K | Buy |
2,085
+150
| +8% | +$19.2K | 0.22% | 44 |
|
|
2013
Q2 | $230K | Buy |
+1,935
| New | +$230K | 0.2% | 47 |
|