Jackson Grant Investment Advisers’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 | $590K | Buy |
1,937
+114
| +6% | +$34.8K | 0.22% | 60 |
|
|
2025
Q1 | $525K | Hold |
1,823
| – | – | 0.2% | 62 |
|
|
2024
Q4 | $441K | Hold |
1,823
| – | – | 0.17% | 68 |
|
|
2024
Q3 | $443K | Buy |
1,823
+402
| +28% | +$97.7K | 0.17% | 70 |
|
|
2024
Q2 | $306K | Hold |
1,421
| – | – | 0.12% | 83 |
|
|
2024
Q1 | $292K | Sell |
1,421
-1,422
| -50% | -$293K | 0.12% | 87 |
|
|
2023
Q4 | $543K | Sell |
2,843
-61
| -2% | -$11.7K | 0.24% | 58 |
|
|
2023
Q3 | $498K | Hold |
2,904
| – | – | 0.24% | 56 |
|
|
2023
Q2 | $518K | Hold |
2,904
| – | – | 0.24% | 57 |
|
|
2023
Q1 | $532K | Buy |
2,904
+195
| +7% | +$35.7K | 0.25% | 57 |
|
|
2022
Q4 | $460K | Buy |
2,709
+91
| +3% | +$15.4K | 0.22% | 64 |
|
|
2022
Q3 | $405K | Sell |
2,618
-1,529
| -37% | -$237K | 0.21% | 65 |
|
|
2022
Q2 | $699K | Buy |
4,147
+1,703
| +70% | +$287K | 0.35% | 45 |
|
|
2022
Q1 | $442K | Buy |
2,444
+522
| +27% | +$94.4K | 0.19% | 68 |
|
|
2021
Q4 | $329K | Hold |
1,922
| – | – | 0.17% | 69 |
|
|
2021
Q3 | $316K | Buy |
1,922
+29
| +2% | +$4.77K | 0.14% | 82 |
|
|
2021
Q2 | $314K | Buy |
1,893
+61
| +3% | +$10.1K | 0.14% | 83 |
|
|
2021
Q1 | $293K | Buy |
1,832
+738
| +67% | +$118K | 0.13% | 85 |
|
|
2020
Q4 | $195K | Hold |
1,094
| – | – | 0.1% | 93 |
|
|
2020
Q3 | $194K | Hold |
1,094
| – | – | 0.12% | 79 |
|
|
2020
Q2 | $183K | Buy |
1,094
+631
| +136% | +$106K | 0.12% | 80 |
|
|
2020
Q1 | $69K | Buy |
+463
| New | +$69K | 0.05% | 123 |
|
|
2016
Q1 | – | Sell |
-470
| Closed | -$48K | – | 173 |
|
|
2015
Q4 | $48K | Buy |
+470
| New | +$48K | 0.05% | 107 |
|