JWM
JGP Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
886
-133
| -13% | -$40.5K | 0.03% | 177 |
|
|
2025
Q1 | $294K | Buy |
+1,019
| New | +$294K | 0.04% | 157 |
|
|
2022
Q4 | – | Sell |
-1,889
| Closed | -$298K | – | 150 |
|
|
2022
Q3 | $298K | Hold |
1,889
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $306K | Hold |
1,889
| – | – | 0.06% | 124 |
|
|
2022
Q1 | $343K | Sell |
1,889
-182
| -9% | -$33K | 0.06% | 125 |
|
|
2021
Q4 | $350K | Buy |
2,071
+182
| +10% | +$30.8K | 0.07% | 125 |
|
|
2021
Q3 | $310K | Hold |
1,889
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $313K | Hold |
1,889
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $302K | Sell |
1,889
-500
| -21% | -$79.9K | 0.07% | 125 |
|
|
2020
Q4 | $402K | Sell |
2,389
-4,500
| -65% | -$757K | 0.09% | 103 |
|
|
2020
Q3 | $1.22M | Buy |
6,889
+5,514
| +401% | +$977K | 0.32% | 58 |
|
|
2020
Q2 | $234K | Hold |
1,375
| – | – | 0.07% | 116 |
|
|
2020
Q1 | $213K | Buy |
+1,375
| New | +$213K | 0.08% | 116 |
|