Jessup 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
$374K Sell
1,226
-41
-3% -$12.5K 0.15% 56
2025
Q1
$365K Sell
1,267
-6
-0.5% -$1.73K 0.15% 56
2024
Q4
$308K Sell
1,273
-100
-7% -$24.2K 0.13% 56
2024
Q3
$334K Hold
1,373
0.15% 46
2024
Q2
$295K Buy
+1,373
New +$295K 0.13% 51