JGP Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Hold
2025
Q2
$270K Sell
2025
Q1
$294K Buy
2022
Q4
Sell
2022
Q3
$298K Hold
2022
Q2
$306K Hold
2022
Q1
$343K Sell
2021
Q4
$350K Buy
2021
Q3
$310K Hold
2021
Q2
$313K Hold
2021
Q1
$302K Sell
2020
Q4
$402K Sell
2020
Q3
$1.22M Buy
2020
Q2
$234K Hold
2020
Q1
$213K Buy