Jeppson 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 | $2.28M | Hold |
7,479
| – | – | 0.79% | 29 |
|
|
2025
Q1 | $2.15M | Hold |
7,479
| – | – | 0.79% | 31 |
|
|
2024
Q4 | $1.81M | Sell |
7,479
-7
| -0.1% | -$1.7K | 0.66% | 36 |
|
|
2024
Q3 | $1.82M | Buy |
7,486
+381
| +5% | +$92.6K | 0.65% | 38 |
|
|
2024
Q2 | $1.53M | Sell |
7,105
-100
| -1% | -$21.5K | 0.58% | 43 |
|
|
2024
Q1 | $1.48M | Buy |
7,205
+950
| +15% | +$195K | 0.58% | 48 |
|
|
2023
Q4 | $1.2M | Hold |
6,255
| – | – | 0.5% | 56 |
|
|
2023
Q3 | $1.07M | Buy |
6,255
+500
| +9% | +$85.7K | 0.49% | 55 |
|
|
2023
Q2 | $1.03M | Sell |
5,755
-550
| -9% | -$98K | 0.45% | 61 |
|
|
2023
Q1 | $1.16M | Sell |
6,305
-104
| -2% | -$19.1K | 0.5% | 50 |
|
|
2022
Q4 | $1.09M | Sell |
6,409
-785
| -11% | -$133K | 0.46% | 51 |
|
|
2022
Q3 | $1.11M | Sell |
7,194
-769
| -10% | -$119K | 0.5% | 46 |
|
|
2022
Q2 | $1.34M | Buy |
7,963
+5,463
| +219% | +$920K | 0.58% | 39 |
|
|
2022
Q1 | $451K | Hold |
2,500
| – | – | 0.21% | 102 |
|
|
2021
Q4 | $427K | Hold |
2,500
| – | – | 0.21% | 96 |
|
|
2021
Q3 | $410K | Hold |
2,500
| – | – | 0.21% | 96 |
|
|
2021
Q2 | $414K | Hold |
2,500
| – | – | 0.23% | 96 |
|
|
2021
Q1 | $399K | Buy |
2,500
+25
| +1% | +$3.99K | 0.24% | 92 |
|
|
2020
Q4 | $441K | Hold |
2,475
| – | – | 0.29% | 80 |
|
|
2020
Q3 | $438K | Buy |
+2,475
| New | +$438K | 0.34% | 71 |
|