CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
1,782
+287
| +19% | +$86.4K | 0.19% | 89 |
|
|
2025
Q1 | $460K | Sell |
1,495
-50
| -3% | -$15.4K | 0.19% | 94 |
|
|
2024
Q4 | $408K | Sell |
1,545
-64
| -4% | -$16.9K | 0.15% | 100 |
|
|
2024
Q3 | $407K | Sell |
1,609
-10
| -0.6% | -$2.53K | 0.16% | 101 |
|
|
2024
Q2 | $360K | Sell |
1,619
-65
| -4% | -$14.5K | 0.14% | 105 |
|
|
2024
Q1 | $364K | Sell |
1,684
-200
| -11% | -$43.2K | 0.15% | 101 |
|
|
2023
Q4 | $351K | Hold |
1,884
| – | – | 0.15% | 103 |
|
|
2023
Q3 | $346K | Buy |
1,884
+244
| +15% | +$44.8K | 0.16% | 101 |
|
|
2023
Q2 | $296K | Hold |
1,640
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $310K | Buy |
1,640
+45
| +3% | +$8.49K | 0.14% | 104 |
|
|
2022
Q4 | $286K | Buy |
1,595
+30
| +2% | +$5.38K | 0.13% | 113 |
|
|
2022
Q3 | $241K | Hold |
1,565
| – | – | 0.11% | 112 |
|
|
2022
Q2 | $254K | Hold |
1,565
| – | – | 0.12% | 111 |
|
|
2022
Q1 | $284K | Buy |
1,565
+200
| +15% | +$36.3K | 0.12% | 114 |
|
|
2021
Q4 | $236K | Sell |
1,365
-335
| -20% | -$57.9K | 0.1% | 127 |
|
|
2021
Q3 | $290K | Buy |
+1,700
| New | +$290K | 0.12% | 123 |
|