JBR Co Financial 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
$533K Buy
1,749
+8
+0.5% +$2.44K 0.26% 67
2025
Q1
$502K Buy
1,741
+36
+2% +$10.4K 0.29% 65
2024
Q4
$413K Hold
1,705
0.25% 76
2024
Q3
$414K Hold
1,705
0.27% 70
2024
Q2
$367K Hold
1,705
0.26% 72
2024
Q1
$351K Hold
1,705
0.28% 70
2023
Q4
$326K Buy
+1,705
New +$326K 0.31% 64