Ewing Morris & Co Investment Partners’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 | $3.35M | Buy |
10,991
+4,446
| +68% | +$1.36M | 1.5% | 24 |
|
2025
Q1 | $2.48M | Hold |
6,545
| – | – | 0.78% | 35 |
|
2024
Q4 | $1.58M | Buy |
+6,545
| New | +$1.58M | 0.55% | 46 |
|
2023
Q1 | – | Sell |
-30,000
| Closed | -$5.09M | – | 31 |
|
2022
Q4 | $5.09M | Hold |
30,000
| – | – | 6.14% | 7 |
|
2022
Q3 | $4.64M | Hold |
30,000
| – | – | 6.07% | 5 |
|
2022
Q2 | $6.51M | Hold |
30,000
| – | – | 4.41% | 7 |
|
2022
Q1 | $6.77M | Hold |
30,000
| – | – | 4.23% | 7 |
|
2021
Q4 | $6.49M | Buy |
+30,000
| New | +$6.49M | 4.43% | 7 |
|