Glass Jacobson Investment Advisors’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 | $2.58M | Buy |
8,460
+346
| +4% | +$105K | 0.99% | 30 |
|
|
2025
Q1 | $1.96M | Hold |
8,114
| – | – | 0.65% | 45 |
|
|
2024
Q4 | $1.96M | Buy |
8,114
+148
| +2% | +$35.8K | 0.65% | 45 |
|
|
2024
Q3 | $1.94M | Hold |
7,966
| – | – | 0.64% | 48 |
|
|
2024
Q2 | $1.71M | Hold |
7,966
| – | – | 0.62% | 49 |
|
|
2024
Q1 | $1.64M | Buy |
7,966
+7
| +0.1% | +$1.44K | 0.62% | 54 |
|
|
2023
Q4 | $1.52M | Sell |
7,959
-59
| -0.7% | -$11.3K | 0.62% | 51 |
|
|
2023
Q3 | $1.37M | Sell |
8,018
-250
| -3% | -$42.9K | 0.63% | 46 |
|
|
2023
Q2 | $1.47M | Buy |
+8,268
| New | +$1.47M | 0.68% | 42 |
|
|
2022
Q4 | $1.39M | Buy |
+8,217
| New | +$1.39M | 0.69% | 39 |
|