CIA
Choate Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
39,271
+300
| +0.8% | +$91.4K | 0.26% | 51 |
|
|
2025
Q1 | $11.2M | Hold |
38,971
| – | – | 0.28% | 52 |
|
|
2024
Q4 | $9.44M | Hold |
38,971
| – | – | 0.23% | 59 |
|
|
2024
Q3 | $9.47M | Hold |
38,971
| – | – | 0.24% | 56 |
|
|
2024
Q2 | $8.38M | Sell |
38,971
-208
| -0.5% | -$44.7K | 0.22% | 63 |
|
|
2024
Q1 | $8.06M | Sell |
39,179
-304
| -0.8% | -$62.5K | 0.22% | 61 |
|
|
2023
Q4 | $7.55M | Hold |
39,483
| – | – | 0.23% | 52 |
|
|
2023
Q3 | $6.77M | Buy |
39,483
+7,330
| +23% | +$1.26M | 0.27% | 40 |
|
|
2023
Q2 | $5.73M | Hold |
32,153
| – | – | 0.24% | 40 |
|
|
2023
Q1 | $5.89M | Hold |
32,153
| – | – | 0.28% | 32 |
|
|
2022
Q4 | $5.45M | Hold |
32,153
| – | – | 0.33% | 37 |
|
|
2022
Q3 | $4.97M | Sell |
32,153
-1,816
| -5% | -$281K | 0.33% | 33 |
|
|
2022
Q2 | $5.72M | Buy |
33,969
+580
| +2% | +$97.7K | 0.35% | 30 |
|
|
2022
Q1 | $6.03M | Buy |
33,389
+827
| +3% | +$149K | 0.32% | 28 |
|
|
2021
Q4 | $5.57M | Buy |
32,562
+119
| +0.4% | +$20.3K | 0.33% | 26 |
|
|
2021
Q3 | $5.33M | Buy |
32,443
+290
| +0.9% | +$47.6K | 0.34% | 26 |
|
|
2021
Q2 | $5.33M | Hold |
32,153
| – | – | 0.32% | 28 |
|
|
2021
Q1 | $5.14M | Hold |
32,153
| – | – | 0.32% | 31 |
|
|
2020
Q4 | $5.74M | Hold |
32,153
| – | – | 0.35% | 25 |
|
|
2020
Q3 | $5.7M | Sell |
32,153
-75
| -0.2% | -$13.3K | 0.37% | 24 |
|
|
2020
Q2 | $5.39M | Hold |
32,228
| – | – | 0.39% | 25 |
|
|
2020
Q1 | $4.77M | Hold |
32,228
| – | – | 0.38% | 32 |
|
|
2019
Q4 | $4.61M | Hold |
32,228
| – | – | 0.28% | 43 |
|
|
2019
Q3 | $4.48M | Hold |
32,228
| – | – | 0.28% | 45 |
|
|
2019
Q2 | $4.29M | Hold |
32,228
| – | – | 0.26% | 47 |
|
|
2019
Q1 | $3.93M | Buy |
+32,228
| New | +$3.93M | 0.23% | 51 |
|
|
2018
Q4 | – | Sell |
-32,228
| Closed | -$3.63M | – | 232 |
|
|
2018
Q3 | $3.63M | Sell |
32,228
-2,205
| -6% | -$249K | 0.2% | 48 |
|
|
2018
Q2 | $4.09M | Hold |
34,433
| – | – | 0.24% | 52 |
|
|
2018
Q1 | $4.33M | Sell |
34,433
-869
| -2% | -$109K | 0.23% | 48 |
|
|
2017
Q4 | $4.37M | Buy |
35,302
+13,298
| +60% | +$1.64M | 0.22% | 57 |
|
|
2017
Q3 | $2.68M | Buy |
22,004
+9,319
| +73% | +$1.13M | 0.14% | 71 |
|
|
2017
Q2 | $1.5M | Sell |
12,685
-10,838
| -46% | -$1.28M | 0.08% | 95 |
|
|
2017
Q1 | $2.79M | Buy |
23,523
+2,115
| +10% | +$251K | 0.16% | 67 |
|
|
2016
Q4 | $2.35M | Sell |
21,408
-1,800
| -8% | -$197K | 0.15% | 71 |
|
|
2016
Q3 | $2.92M | Buy |
+23,208
| New | +$2.92M | 0.19% | 58 |
|
|
2016
Q2 | – | Sell |
-2,487
| Closed | -$293K | – | 239 |
|
|
2016
Q1 | $293K | Buy |
+2,487
| New | +$293K | 0.02% | 200 |
|
|
2013
Q4 | – | Sell |
-2,160
| Closed | -$277K | – | 264 |
|
|
2013
Q3 | $277K | Sell |
2,160
-418
| -16% | -$53.6K | 0.02% | 220 |
|
|
2013
Q2 | $307K | Buy |
+2,578
| New | +$307K | 0.02% | 210 |
|