J.P. Morgan Private Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39,036
| Closed | – | – | 1957 |
|
|
2022
Q1 | $0 | Buy |
+39,036
| New | – | ﹤0.01% | 2035 |
|
|
2018
Q4 | – | Sell |
-8,793
| Closed | -$1.04M | – | 1509 |
|
|
2018
Q3 | $1.04M | Hold |
8,793
| – | – | 0.01% | 815 |
|
|
2018
Q2 | $1.04M | Buy |
8,793
+74
| +0.8% | +$8.78K | 0.01% | 759 |
|
|
2018
Q1 | $1.1M | Sell |
8,719
-8,833
| -50% | -$1.11M | 0.01% | 628 |
|
|
2017
Q4 | $2.17M | Buy |
17,552
+8,774
| +100% | +$1.08M | 0.01% | 466 |
|
|
2017
Q3 | $1.07M | Hold |
8,778
| – | – | 0.01% | 612 |
|
|
2017
Q2 | $1.04M | Sell |
8,778
-1,628
| -16% | -$192K | 0.01% | 610 |
|
|
2017
Q1 | $1.24M | Sell |
10,406
-401
| -4% | -$47.6K | 0.01% | 579 |
|
|
2016
Q4 | $1.18M | Sell |
10,807
-19,249
| -64% | -$2.11M | 0.01% | 558 |
|
|
2016
Q3 | $3.78M | Buy |
30,056
+1,505
| +5% | +$189K | 0.04% | 314 |
|
|
2016
Q2 | $3.61M | Buy |
+28,551
| New | +$3.61M | 0.04% | 323 |
|
|
2016
Q1 | – | Sell |
-8,000
| Closed | -$812K | – | 1260 |
|
|
2015
Q4 | $812K | Buy |
+8,000
| New | +$812K | 0.01% | 571 |
|