JNBA Financial Advisors’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 | $331K | Buy |
1,086
+106
| +11% | +$32.3K | 0.03% | 152 |
|
|
2025
Q1 | $282K | Hold |
980
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $237K | Hold |
980
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $238K | Sell |
980
-65
| -6% | -$15.8K | 0.02% | 171 |
|
|
2024
Q2 | $225K | Sell |
1,045
-30
| -3% | -$6.45K | 0.02% | 182 |
|
|
2024
Q1 | $221K | Sell |
1,075
-33
| -3% | -$6.79K | 0.02% | 184 |
|
|
2023
Q4 | $212K | Sell |
1,108
-20
| -2% | -$3.82K | 0.02% | 188 |
|
|
2023
Q3 | $193K | Buy |
1,128
+52
| +5% | +$8.92K | 0.02% | 190 |
|
|
2023
Q2 | $192K | Sell |
1,076
-4
| -0.4% | -$713 | 0.02% | 195 |
|
|
2023
Q1 | $198K | Hold |
1,080
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $183K | Sell |
1,080
-49
| -4% | -$8.31K | 0.03% | 193 |
|
|
2022
Q3 | $175K | Buy |
1,129
+41
| +4% | +$6.36K | 0.03% | 190 |
|
|
2022
Q2 | $183K | Buy |
1,088
+17
| +2% | +$2.86K | 0.03% | 186 |
|
|
2022
Q1 | $193K | Sell |
1,071
-78
| -7% | -$14.1K | 0.03% | 188 |
|
|
2021
Q4 | $196K | Buy |
1,149
+40
| +4% | +$6.82K | 0.02% | 192 |
|
|
2021
Q3 | $182K | Hold |
1,109
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $184K | Hold |
1,109
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $177K | Buy |
1,109
+18
| +2% | +$2.87K | 0.03% | 189 |
|
|
2020
Q4 | $195K | Hold |
1,091
| – | – | 0.03% | 175 |
|
|
2020
Q3 | $193K | Hold |
1,091
| – | – | 0.04% | 154 |
|
|
2020
Q2 | $183K | Sell |
1,091
-30
| -3% | -$5.03K | 0.04% | 156 |
|
|
2020
Q1 | $166K | Sell |
1,121
-30
| -3% | -$4.44K | 0.04% | 152 |
|
|
2019
Q4 | $164K | Sell |
1,151
-98
| -8% | -$14K | 0.03% | 157 |
|
|
2019
Q3 | $173K | Sell |
1,249
-143
| -10% | -$19.8K | 0.04% | 148 |
|
|
2019
Q2 | $185K | Sell |
1,392
-63
| -4% | -$8.37K | 0.04% | 148 |
|
|
2019
Q1 | $178K | Hold |
1,455
| – | – | 0.04% | 146 |
|
|
2018
Q4 | $176K | Buy |
1,455
+1,055
| +264% | +$128K | 0.04% | 133 |
|
|
2018
Q3 | $45K | Sell |
400
-1,055
| -73% | -$119K | 0.02% | 233 |
|
|
2018
Q2 | $173K | Hold |
1,455
| – | – | 0.04% | 137 |
|
|
2018
Q1 | $183K | Hold |
1,455
| – | – | 0.04% | 131 |
|
|
2017
Q4 | $180K | Hold |
1,455
| – | – | 0.04% | 134 |
|
|
2017
Q3 | $177K | Sell |
1,455
-204
| -12% | -$24.8K | 0.04% | 126 |
|
|
2017
Q2 | $196K | Hold |
1,659
| – | – | 0.04% | 119 |
|
|
2017
Q1 | $197K | Sell |
1,659
-28
| -2% | -$3.33K | 0.05% | 114 |
|
|
2016
Q4 | $185K | Sell |
1,687
-862
| -34% | -$94.5K | 0.05% | 118 |
|
|
2016
Q3 | $320K | Buy |
2,549
+998
| +64% | +$125K | 0.05% | 155 |
|
|
2016
Q2 | $196K | Hold |
1,551
| – | – | 0.05% | 115 |
|
|
2016
Q1 | $182K | Hold |
1,551
| – | – | 0.07% | 108 |
|
|
2015
Q4 | $157K | Hold |
1,551
| – | – | 0.06% | 118 |
|
|
2015
Q3 | $166K | Buy |
1,551
+46
| +3% | +$4.92K | 0.07% | 101 |
|
|
2015
Q2 | $169K | Hold |
1,505
| – | – | 0.06% | 101 |
|
|
2015
Q1 | $171K | Hold |
1,505
| – | – | 0.07% | 103 |
|
|
2014
Q4 | $171K | Sell |
1,505
-133
| -8% | -$15.1K | 0.07% | 107 |
|
|
2014
Q3 | $190K | Hold |
1,638
| – | – | 0.09% | 94 |
|
|
2014
Q2 | $210K | Hold |
1,638
| – | – | 0.1% | 88 |
|
|
2014
Q1 | $202K | Buy |
1,638
+78
| +5% | +$9.62K | 0.11% | 83 |
|
|
2013
Q4 | $181K | Sell |
1,560
-186
| -11% | -$21.6K | 0.1% | 85 |
|
|
2013
Q3 | $224K | Buy |
1,746
+108
| +7% | +$13.9K | 0.14% | 77 |
|
|
2013
Q2 | $195K | Buy |
+1,638
| New | +$195K | 0.13% | 83 |
|