Jamison Private Wealth Management’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 | $227K | Sell |
746
-3,555
| -83% | -$1.08M | 0.03% | 187 |
|
|
2025
Q1 | $1.24M | Buy |
4,301
+25
| +0.6% | +$7.2K | 0.19% | 97 |
|
|
2024
Q4 | $1.04M | Buy |
4,276
+3,555
| +493% | +$861K | 0.15% | 105 |
|
|
2024
Q3 | $175K | Hold |
721
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $155K | Hold |
721
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $148K | Hold |
721
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $138K | Sell |
721
-275
| -28% | -$52.6K | 0.03% | 187 |
|
|
2023
Q3 | $171K | Buy |
+996
| New | +$171K | 0.04% | 169 |
|