AP
Appleton Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,384
+520
| +18% | +$159K | 0.07% | 136 |
|
|
2025
Q1 | $825K | Buy |
2,864
+78
| +3% | +$22.5K | 0.06% | 142 |
|
|
2024
Q4 | $675K | Sell |
2,786
-40
| -1% | -$9.69K | 0.05% | 152 |
|
|
2024
Q3 | $687K | Sell |
2,826
-415
| -13% | -$101K | 0.05% | 155 |
|
|
2024
Q2 | $697K | Sell |
3,241
-135
| -4% | -$29K | 0.05% | 147 |
|
|
2024
Q1 | $695K | Sell |
3,376
-105
| -3% | -$21.6K | 0.05% | 159 |
|
|
2023
Q4 | $665K | Sell |
3,481
-444
| -11% | -$84.8K | 0.05% | 167 |
|
|
2023
Q3 | $673K | Sell |
3,925
-480
| -11% | -$82.3K | 0.06% | 163 |
|
|
2023
Q2 | $785K | Sell |
4,405
-205
| -4% | -$36.5K | 0.07% | 161 |
|
|
2023
Q1 | $845K | Sell |
4,610
-345
| -7% | -$63.2K | 0.08% | 163 |
|
|
2022
Q4 | $841K | Buy |
4,955
+65
| +1% | +$11K | 0.08% | 163 |
|
|
2022
Q3 | $756K | Sell |
4,890
-859
| -15% | -$133K | 0.08% | 163 |
|
|
2022
Q2 | $968K | Buy |
5,749
+757
| +15% | +$127K | 0.09% | 150 |
|
|
2022
Q1 | $902K | Buy |
4,992
+834
| +20% | +$151K | 0.07% | 167 |
|
|
2021
Q4 | $711K | Sell |
4,158
-47
| -1% | -$8.04K | 0.05% | 184 |
|
|
2021
Q3 | $691K | Sell |
4,205
-58
| -1% | -$9.53K | 0.06% | 180 |
|
|
2021
Q2 | $706K | Sell |
4,263
-304
| -7% | -$50.3K | 0.06% | 175 |
|
|
2021
Q1 | $731K | Buy |
4,567
+130
| +3% | +$20.8K | 0.07% | 170 |
|
|
2020
Q4 | $791K | Buy |
4,437
+124
| +3% | +$22.1K | 0.08% | 152 |
|
|
2020
Q3 | $764K | Buy |
4,313
+484
| +13% | +$85.7K | 0.08% | 152 |
|
|
2020
Q2 | $641K | Sell |
3,829
-99
| -3% | -$16.6K | 0.08% | 155 |
|
|
2020
Q1 | $582K | Sell |
3,928
-72
| -2% | -$10.7K | 0.08% | 155 |
|
|
2019
Q4 | $572K | Sell |
4,000
-953
| -19% | -$136K | 0.06% | 185 |
|
|
2019
Q3 | $688K | Sell |
4,953
-867
| -15% | -$120K | 0.08% | 164 |
|
|
2019
Q2 | $775K | Sell |
5,820
-1,083
| -16% | -$144K | 0.1% | 155 |
|
|
2019
Q1 | $842K | Sell |
6,903
-2,200
| -24% | -$268K | 0.11% | 144 |
|
|
2018
Q4 | $1.1M | Sell |
9,103
-2,866
| -24% | -$348K | 0.17% | 128 |
|
|
2018
Q3 | $1.35M | Buy |
11,969
+92
| +0.8% | +$10.4K | 0.18% | 122 |
|
|
2018
Q2 | $1.41M | Buy |
11,877
+402
| +4% | +$47.7K | 0.2% | 114 |
|
|
2018
Q1 | $1.44M | Buy |
11,475
+634
| +6% | +$79.7K | 0.22% | 115 |
|
|
2017
Q4 | $1.34M | Sell |
10,841
-150
| -1% | -$18.5K | 0.21% | 116 |
|
|
2017
Q3 | $1.34M | Buy |
10,991
+392
| +4% | +$47.6K | 0.23% | 104 |
|
|
2017
Q2 | $1.25M | Buy |
10,599
+1,363
| +15% | +$161K | 0.21% | 110 |
|
|
2017
Q1 | $1.1M | Buy |
+9,236
| New | +$1.1M | 0.2% | 110 |
|