JMG Financial Group’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 | $668K | Sell |
2,192
-860
| -28% | -$262K | 0.02% | 81 |
|
|
2025
Q1 | $879K | Hold |
3,052
| – | – | 0.03% | 72 |
|
|
2024
Q4 | $739K | Hold |
3,052
| – | – | 0.03% | 77 |
|
|
2024
Q3 | $742K | Hold |
3,052
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $656K | Hold |
3,052
| – | – | 0.02% | 78 |
|
|
2024
Q1 | $628K | Sell |
3,052
-322
| -10% | -$66.2K | 0.02% | 79 |
|
|
2023
Q4 | $645K | Buy |
3,374
+50
| +2% | +$9.56K | 0.03% | 77 |
|
|
2023
Q3 | $570K | Hold |
3,324
| – | – | 0.03% | 77 |
|
|
2023
Q2 | $593K | Buy |
3,324
+272
| +9% | +$48.5K | 0.03% | 77 |
|
|
2023
Q1 | $559K | Hold |
3,052
| – | – | 0.03% | 76 |
|
|
2022
Q4 | $518K | Buy |
3,052
+631
| +26% | +$107K | 0.03% | 72 |
|
|
2022
Q3 | $374K | Hold |
2,421
| – | – | 0.02% | 76 |
|
|
2022
Q2 | $408K | Buy |
2,421
+1,129
| +87% | +$190K | 0.03% | 73 |
|
|
2022
Q1 | $233K | Hold |
1,292
| – | – | 0.01% | 80 |
|
|
2021
Q4 | $221K | Hold |
1,292
| – | – | 0.01% | 81 |
|
|
2021
Q3 | $212K | Hold |
1,292
| – | – | 0.01% | 81 |
|
|
2021
Q2 | $214K | Buy |
+1,292
| New | +$214K | 0.01% | 80 |
|
|
2020
Q3 | – | Sell |
-2,419
| Closed | -$405K | – | 73 |
|
|
2020
Q2 | $405K | Sell |
2,419
-626
| -21% | -$105K | 0.04% | 57 |
|
|
2020
Q1 | $451K | Buy |
+3,045
| New | +$451K | 0.05% | 57 |
|
|
2014
Q4 | – | Sell |
-2,146
| Closed | -$249K | – | 57 |
|
|
2014
Q3 | $249K | Hold |
2,146
| – | – | 0.07% | 53 |
|
|
2014
Q2 | $275K | Hold |
2,146
| – | – | 0.08% | 52 |
|
|
2014
Q1 | $265K | Hold |
2,146
| – | – | 0.08% | 49 |
|
|
2013
Q4 | $249K | Sell |
2,146
-4,780
| -69% | -$555K | 0.07% | 48 |
|
|
2013
Q3 | $888K | Buy |
6,926
+1,040
| +18% | +$133K | 0.29% | 31 |
|
|
2013
Q2 | $701K | Buy |
+5,886
| New | +$701K | 0.24% | 32 |
|