Emery Howard Portfolio Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $229K | Buy |
1,342
+10
| +0.8% | +$1.71K | 0.03% | 47 |
|
|
2021
Q3 | $219K | Sell |
1,332
-107
| -7% | -$17.6K | 0.03% | 46 |
|
|
2021
Q2 | $238K | Hold |
1,439
| – | – | 0.04% | 43 |
|
|
2021
Q1 | $230K | Hold |
1,439
| – | – | 0.04% | 41 |
|
|
2020
Q4 | $257K | Hold |
1,439
| – | – | 0.04% | 32 |
|
|
2020
Q3 | $255K | Buy |
+1,439
| New | +$255K | 0.05% | 31 |
|
|
2017
Q1 | – | Sell |
-5,072
| Closed | -$556K | – | 34 |
|
|
2016
Q4 | $556K | Buy |
5,072
+100
| +2% | +$11K | 0.13% | 26 |
|
|
2016
Q3 | $625K | Hold |
4,972
| – | – | 0.15% | 25 |
|
|
2016
Q2 | $629K | Hold |
4,972
| – | – | 0.16% | 25 |
|
|
2016
Q1 | $585K | Hold |
4,972
| – | – | 0.15% | 26 |
|
|
2015
Q4 | $504K | Hold |
4,972
| – | – | 0.13% | 26 |
|
|
2015
Q3 | $531K | Hold |
4,972
| – | – | 0.15% | 27 |
|
|
2015
Q2 | $559K | Buy |
4,972
+173
| +4% | +$19.5K | 0.14% | 27 |
|
|
2015
Q1 | $545K | Buy |
4,799
+22
| +0.5% | +$2.5K | 0.14% | 27 |
|
|
2014
Q4 | $543K | Hold |
4,777
| – | – | 0.16% | 25 |
|
|
2014
Q3 | $555K | Sell |
4,777
-361
| -7% | -$41.9K | 0.18% | 25 |
|
|
2014
Q2 | $658K | Buy |
5,138
+825
| +19% | +$106K | 0.2% | 25 |
|
|
2014
Q1 | $533K | Sell |
4,313
-4,800
| -53% | -$593K | 0.17% | 25 |
|
|
2013
Q4 | $1.06M | Sell |
9,113
-2,880
| -24% | -$334K | 0.35% | 21 |
|
|
2013
Q3 | $1.54M | Buy |
11,993
+398
| +3% | +$51K | 0.56% | 15 |
|
|
2013
Q2 | $1.38M | Buy |
+11,595
| New | +$1.38M | 0.53% | 15 |
|