Institutional & Family Asset Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.1M | Buy |
51,562
+44,587
| +639% | +$9.64M | 1.69% | 10 |
|
|
2024
Q1 | $1.43M | Buy |
6,975
+654
| +10% | +$126K | 0.23% | 87 |
|
|
2023
Q4 | $1.21M | Sell |
6,321
-52,185
| -89% | -$9.56M | 0.2% | 89 |
|
|
2023
Q3 | $10M | Buy |
58,506
+2,626
| +5% | +$470K | 1.64% | 9 |
|
|
2023
Q2 | $9.96M | Buy |
55,880
+44,959
| +412% | +$8.26M | 1.62% | 11 |
|
|
2023
Q1 | $2M | Buy |
10,921
+5,092
| +87% | +$896K | 0.33% | 73 |
|
|
2022
Q4 | $989K | Sell |
5,829
-63,489
| -92% | -$10.2M | 0.16% | 91 |
|
|
2022
Q3 | $10.7M | Sell |
69,318
-538
| -0.8% | -$86.5K | 1.9% | 8 |
|
|
2022
Q2 | $11.8M | Sell |
69,856
-146
| -0.2% | -$25.5K | 2.03% | 7 |
|
|
2022
Q1 | $12.6M | Buy |
70,002
+2,932
| +4% | +$514K | 1.98% | 8 |
|
|
2021
Q4 | $11.5M | Sell |
67,070
-2,761
| -4% | -$464K | 1.79% | 9 |
|
|
2021
Q3 | $11.5M | Buy |
69,831
+3,553
| +5% | +$595K | 1.83% | 9 |
|
|
2021
Q2 | $11M | Buy |
66,278
+10,715
| +19% | +$1.82M | 1.81% | 9 |
|
|
2021
Q1 | $8.89M | Sell |
55,563
-4,771
| -8% | -$802K | 1.72% | 9 |
|
|
2020
Q4 | $10.8M | Sell |
60,334
-6,566
| -10% | -$1.16M | 2.26% | 6 |
|
|
2020
Q3 | $11.8M | Sell |
66,900
-7,547
| -10% | -$1.36M | 2.76% | 6 |
|
|
2020
Q2 | $12.5M | Sell |
74,447
-1,577
| -2% | -$254K | 2.58% | 5 |
|
|
2020
Q1 | $11.3M | Sell |
76,024
-2,168
| -3% | -$323K | 2.59% | 4 |
|
|
2019
Q4 | $11.2M | Buy |
78,192
+871
| +1% | +$122K | 2.36% | 6 |
|
|
2019
Q3 | $10.7M | Sell |
77,321
-5,690
| -7% | -$791K | 2.36% | 6 |
|
|
2019
Q2 | $11.1M | Buy |
83,011
+392
| +0.5% | +$48.4K | 2.39% | 6 |
|
|
2019
Q1 | $10.1M | Sell |
82,619
-1,006
| -1% | -$124K | 2.12% | 6 |
|
|
2018
Q4 | $10.1M | Sell |
83,625
-15,302
| -15% | -$1.78M | 2.27% | 7 |
|
|
2018
Q3 | $11.2M | Sell |
98,927
-716
| -0.7% | -$82.1K | 2.21% | 6 |
|
|
2018
Q2 | $11.8M | Sell |
99,643
-49
| -0% | -$6.07K | 2.46% | 4 |
|
|
2018
Q1 | $12.5M | Sell |
99,692
-28,398
| -22% | -$3.58M | 2.65% | 3 |
|
|
2017
Q4 | $15.8M | Buy |
128,090
+11,490
| +10% | +$1.39M | 3.03% | 3 |
|
|
2017
Q3 | $14.2M | Buy |
116,600
+939
| +0.8% | +$114K | 2.85% | 3 |
|
|
2017
Q2 | $13.7M | Buy |
115,661
+4,102
| +4% | +$491K | 3.34% | 3 |
|
|
2017
Q1 | $13.2M | Buy |
111,559
+3,184
| +3% | +$370K | 4.12% | 2 |
|
|
2016
Q4 | $11.9M | Buy |
108,375
+27,481
| +34% | +$3.19M | 3.74% | 2 |
|
|
2016
Q3 | $10.2M | Sell |
80,894
-7,663
| -9% | -$976K | 3.38% | 3 |
|
|
2016
Q2 | $11.2M | Buy |
88,557
+7,549
| +9% | +$908K | 3.9% | 3 |
|
|
2016
Q1 | $8.22M | Sell |
81,008
-10
| -0% | -$1.13K | 3.07% | 5 |
|
|
2015
Q4 | $8.22M | Buy |
+81,018
| New | +$8.57M | 3.07% | 5 |
|
Other funds holding GLD
Institutional & Family Asset Management's GLD Position: Q2 2024 in Review
Institutional & Family Asset Management increased its SPDR Gold Trust (GLD) stake by 639% in Q2 2024, buying an estimated $9.64M and bringing the position to 51,562 shares worth $11.1M. The position accounts for 1.69% of the portfolio, ranked #10.
Institutional & Family Asset Management first reported a position in GLD in Q4 2015 and has held it in 35 quarters since. The position peaked at $15.8M in Q4 2017. 2,109 funds tracked by Wall St. Rank hold GLD as of Q2 2024.
- Institutional & Family Asset Management held 51,562 shares of SPDR Gold Trust worth $11.1M as of Q2 2024.
- Institutional & Family Asset Management bought 44,587 SPDR Gold Trust shares in Q2 2024, an estimated $9.64M.
- SPDR Gold Trust made up 1.69% of Institutional & Family Asset Management's portfolio in Q2 2024, its #10 holding.
- Institutional & Family Asset Management first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's SPDR Gold Trust position peaked at $15.8M in Q4 2017.
- 2,109 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.