Apriem 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 | $693K | Buy |
2,272
+154
| +7% | +$46.9K | 0.07% | 99 |
|
|
2025
Q1 | $610K | Buy |
2,118
+118
| +6% | +$34K | 0.07% | 95 |
|
|
2024
Q4 | $484K | Buy |
2,000
+44
| +2% | +$10.7K | 0.06% | 109 |
|
|
2024
Q3 | $475K | Hold |
1,956
| – | – | 0.06% | 108 |
|
|
2024
Q2 | $421K | Sell |
1,956
-114
| -6% | -$24.5K | 0.05% | 112 |
|
|
2024
Q1 | $426K | Hold |
2,070
| – | – | 0.05% | 113 |
|
|
2023
Q4 | $396K | Hold |
2,070
| – | – | 0.05% | 108 |
|
|
2023
Q3 | $355K | Hold |
2,070
| – | – | 0.05% | 108 |
|
|
2023
Q2 | $369K | Hold |
2,070
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $379K | Hold |
2,070
| – | – | 0.06% | 107 |
|
|
2022
Q4 | $351K | Buy |
2,070
+300
| +17% | +$50.9K | 0.06% | 110 |
|
|
2022
Q3 | $274K | Hold |
1,770
| – | – | 0.05% | 116 |
|
|
2022
Q2 | $298K | Hold |
1,770
| – | – | 0.05% | 113 |
|
|
2022
Q1 | $320K | Hold |
1,770
| – | – | 0.05% | 113 |
|
|
2021
Q4 | $303K | Hold |
1,770
| – | – | 0.04% | 115 |
|
|
2021
Q3 | $291K | Hold |
1,770
| – | – | 0.04% | 121 |
|
|
2021
Q2 | $293K | Sell |
1,770
-228
| -11% | -$37.7K | 0.04% | 122 |
|
|
2021
Q1 | $320K | Sell |
1,998
-119
| -6% | -$19.1K | 0.05% | 111 |
|
|
2020
Q4 | $378K | Buy |
2,117
+240
| +13% | +$42.9K | 0.07% | 92 |
|
|
2020
Q3 | $332K | Buy |
1,877
+427
| +29% | +$75.5K | 0.06% | 93 |
|
|
2020
Q2 | $243K | Sell |
1,450
-450
| -24% | -$75.4K | 0.05% | 105 |
|
|
2020
Q1 | $281K | Hold |
1,900
| – | – | 0.07% | 87 |
|
|
2019
Q4 | $272K | Hold |
1,900
| – | – | 0.05% | 107 |
|
|
2019
Q3 | $264K | Hold |
1,900
| – | – | 0.06% | 104 |
|
|
2019
Q2 | $253K | Hold |
1,900
| – | – | 0.08% | 115 |
|
|
2019
Q1 | $232K | Sell |
1,900
-212
| -10% | -$25.9K | 0.06% | 115 |
|
|
2018
Q4 | $256K | Sell |
2,112
-113
| -5% | -$13.7K | 0.09% | 102 |
|
|
2018
Q3 | $251K | Buy |
2,225
+450
| +25% | +$50.8K | 0.05% | 122 |
|
|
2018
Q2 | $211K | Hold |
1,775
| – | – | 0.05% | 127 |
|
|
2018
Q1 | $223K | Sell |
1,775
-625
| -26% | -$78.5K | 0.05% | 118 |
|
|
2017
Q4 | $297K | Buy |
2,400
+200
| +9% | +$24.8K | 0.07% | 101 |
|
|
2017
Q3 | $267K | Buy |
2,200
+200
| +10% | +$24.3K | 0.07% | 113 |
|
|
2017
Q2 | $236K | Sell |
2,000
-100
| -5% | -$11.8K | 0.06% | 117 |
|
|
2017
Q1 | $249K | Sell |
2,100
-112
| -5% | -$13.3K | 0.07% | 112 |
|
|
2016
Q4 | $242K | Buy |
2,212
+62
| +3% | +$6.78K | 0.07% | 107 |
|
|
2016
Q3 | $270K | Sell |
2,150
-270
| -11% | -$33.9K | 0.08% | 95 |
|
|
2016
Q2 | $306K | Sell |
2,420
-180
| -7% | -$22.8K | 0.1% | 86 |
|
|
2016
Q1 | $306K | Hold |
2,600
| – | – | 0.12% | 75 |
|
|
2015
Q4 | $264K | Hold |
2,600
| – | – | 0.09% | 79 |
|
|
2015
Q3 | $278K | Buy |
2,600
+1,200
| +86% | +$128K | 0.1% | 77 |
|
|
2015
Q2 | $157K | Hold |
1,400
| – | – | 0.05% | 112 |
|
|
2015
Q1 | $159K | Hold |
1,400
| – | – | 0.06% | 118 |
|
|
2014
Q4 | $159K | Sell |
1,400
-100
| -7% | -$11.4K | 0.06% | 105 |
|
|
2014
Q3 | $174K | Hold |
1,500
| – | – | 0.07% | 104 |
|
|
2014
Q2 | $192K | Buy |
1,500
+100
| +7% | +$12.8K | 0.07% | 120 |
|
|
2014
Q1 | $173K | Hold |
1,400
| – | – | 0.07% | 125 |
|
|
2013
Q4 | $163K | Sell |
1,400
-30
| -2% | -$3.49K | 0.06% | 120 |
|
|
2013
Q3 | $183K | Buy |
1,430
+200
| +16% | +$25.6K | 0.08% | 110 |
|
|
2013
Q2 | $147K | Buy |
+1,230
| New | +$147K | 0.07% | 119 |
|