DIA
Davidson 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 | $593K | Hold |
1,945
| – | – | 0.03% | 96 |
|
|
2025
Q1 | $560K | Hold |
1,945
| – | – | 0.03% | 95 |
|
|
2024
Q4 | $471K | Buy |
+1,945
| New | +$471K | 0.02% | 97 |
|
|
2022
Q2 | – | Sell |
-2,275
| Closed | -$411K | – | 101 |
|
|
2022
Q1 | $411K | Sell |
2,275
-2,000
| -47% | -$361K | 0.03% | 92 |
|
|
2021
Q4 | $731K | Hold |
4,275
| – | – | 0.05% | 81 |
|
|
2021
Q3 | $702K | Buy |
4,275
+275
| +7% | +$45.2K | 0.05% | 80 |
|
|
2021
Q2 | $663K | Buy |
+4,000
| New | +$663K | 0.05% | 83 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$5K | – | 210 |
|
|
2016
Q4 | $5K | Sell |
50
-3,450
| -99% | -$345K | ﹤0.01% | 206 |
|
|
2016
Q3 | $439K | Hold |
3,500
| – | – | 0.07% | 86 |
|
|
2016
Q2 | $442K | Sell |
3,500
-6,265
| -64% | -$791K | 0.07% | 86 |
|
|
2016
Q1 | $1.15M | Hold |
9,765
| – | – | 0.19% | 78 |
|
|
2015
Q4 | $990K | Buy |
+9,765
| New | +$990K | 0.16% | 106 |
|