JCM
Jacobi Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
48,244
+2,943
| +6% | +$193K | 0.21% | 91 |
|
|
2025
Q1 | $2.8M | Sell |
45,301
-4,302
| -9% | -$266K | 0.21% | 98 |
|
|
2024
Q4 | $2.58M | Buy |
49,603
+2,862
| +6% | +$149K | 0.19% | 104 |
|
|
2024
Q3 | $2.44M | Buy |
46,741
+4,058
| +10% | +$212K | 0.18% | 113 |
|
|
2024
Q2 | $1.97M | Sell |
42,683
-1,675
| -4% | -$77.2K | 0.17% | 120 |
|
|
2024
Q1 | $1.95M | Sell |
44,358
-10,042
| -18% | -$442K | 0.18% | 107 |
|
|
2023
Q4 | $2.23M | Sell |
54,400
-2,590
| -5% | -$106K | 0.23% | 85 |
|
|
2023
Q3 | $2.09M | Buy |
56,990
+541
| +1% | +$19.8K | 0.24% | 78 |
|
|
2023
Q2 | $2.15M | Buy |
56,449
+1,775
| +3% | +$67.6K | 0.24% | 81 |
|
|
2023
Q1 | $2.14M | Sell |
54,674
-1,033
| -2% | -$40.4K | 0.25% | 81 |
|
|
2022
Q4 | $2.02M | Sell |
55,707
-5,282
| -9% | -$191K | 0.25% | 84 |
|
|
2022
Q3 | $2.01M | Buy |
60,989
+3,061
| +5% | +$101K | 0.28% | 75 |
|
|
2022
Q2 | $2.08M | Buy |
+57,928
| New | +$2.08M | 0.28% | 72 |
|
|
2022
Q1 | – | Sell |
-124,874
| Closed | -$2.27M | – | 425 |
|
|
2021
Q4 | $2.27M | Buy |
124,874
+4,106
| +3% | +$74.6K | 0.27% | 72 |
|
|
2021
Q3 | $2.11M | Buy |
120,768
+7,490
| +7% | +$131K | 0.27% | 65 |
|
|
2021
Q2 | $2M | Buy |
113,278
+27,774
| +32% | +$489K | 0.26% | 71 |
|
|
2021
Q1 | $1.45M | Buy |
85,504
+16,746
| +24% | +$285K | 0.21% | 90 |
|
|
2020
Q4 | $1.3M | Buy |
68,758
+2,648
| +4% | +$50.1K | 0.21% | 94 |
|
|
2020
Q3 | $1.24M | Buy |
66,110
+19,040
| +40% | +$358K | 0.22% | 86 |
|
|
2020
Q2 | $836K | Buy |
47,070
+17,820
| +61% | +$316K | 0.16% | 116 |
|
|
2020
Q1 | $460K | Buy |
+29,250
| New | +$460K | 0.1% | 164 |
|