JWM
Jackson Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+819
| New | +$250K | 0.03% | 145 |
|
|
2024
Q2 | – | Sell |
-2,048
| Closed | -$421K | – | 119 |
|
|
2024
Q1 | $421K | Hold |
2,048
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $392K | Hold |
2,048
| – | – | 0.05% | 112 |
|
|
2023
Q3 | $351K | Sell |
2,048
-1,601
| -44% | -$274K | 0.05% | 116 |
|
|
2023
Q2 | $651K | Sell |
3,649
-72
| -2% | -$12.8K | 0.1% | 85 |
|
|
2023
Q1 | $682K | Buy |
3,721
+937
| +34% | +$172K | 0.51% | 64 |
|
|
2022
Q4 | $472K | Sell |
2,784
-1,358
| -33% | -$230K | 0.17% | 70 |
|
|
2022
Q3 | $641K | Buy |
4,142
+2,454
| +145% | +$380K | 0.13% | 78 |
|
|
2022
Q2 | $284K | Sell |
1,688
-13,592
| -89% | -$2.29M | 0.13% | 84 |
|
|
2022
Q1 | $2.76M | Buy |
+15,280
| New | +$2.76M | 0.38% | 67 |
|
|
2018
Q2 | – | Sell |
-12,034
| Closed | -$1.52M | – | 93 |
|
|
2018
Q1 | $1.52M | Buy |
+12,034
| New | +$1.52M | 0.43% | 66 |
|
|
2015
Q4 | – | Sell |
-1,015
| Closed | -$108K | – | 83 |
|
|
2015
Q3 | $108K | Buy |
+1,015
| New | +$108K | 0.04% | 110 |
|