JIC
Joel Isaacson & Co’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
27,577
+5,216
| +23% | +$1.59M | 0.34% | 39 |
|
|
2025
Q1 | $6.44M | Buy |
22,361
+3,637
| +19% | +$1.05M | 0.29% | 43 |
|
|
2024
Q4 | $4.53M | Buy |
18,724
+362
| +2% | +$87.7K | 0.2% | 52 |
|
|
2024
Q3 | $4.46M | Buy |
18,362
+2,025
| +12% | +$492K | 0.21% | 50 |
|
|
2024
Q2 | $3.51M | Buy |
16,337
+224
| +1% | +$48.2K | 0.18% | 53 |
|
|
2024
Q1 | $3.31M | Buy |
16,113
+2,661
| +20% | +$547K | 0.18% | 53 |
|
|
2023
Q4 | $2.57M | Buy |
13,452
+482
| +4% | +$92.1K | 0.16% | 62 |
|
|
2023
Q3 | $2.22M | Buy |
12,970
+396
| +3% | +$67.9K | 0.15% | 65 |
|
|
2023
Q2 | $2.24M | Sell |
12,574
-596
| -5% | -$106K | 0.15% | 68 |
|
|
2023
Q1 | $2.41M | Buy |
13,170
+743
| +6% | +$136K | 0.17% | 61 |
|
|
2022
Q4 | $2.11M | Sell |
12,427
-142
| -1% | -$24.1K | 0.16% | 66 |
|
|
2022
Q3 | $1.94M | Sell |
12,569
-110
| -0.9% | -$17K | 0.17% | 63 |
|
|
2022
Q2 | $2.14M | Sell |
12,679
-180
| -1% | -$30.3K | 0.18% | 61 |
|
|
2022
Q1 | $2.37M | Buy |
12,859
+265
| +2% | +$48.9K | 0.17% | 59 |
|
|
2021
Q4 | $2.15M | Sell |
12,594
-678
| -5% | -$116K | 0.15% | 70 |
|
|
2021
Q3 | $2.18M | Buy |
13,272
+675
| +5% | +$111K | 0.16% | 61 |
|
|
2021
Q2 | $2.09M | Buy |
12,597
+1,420
| +13% | +$235K | 0.16% | 58 |
|
|
2021
Q1 | $1.79M | Buy |
11,177
+1,886
| +20% | +$302K | 0.16% | 60 |
|
|
2020
Q4 | $1.66M | Sell |
9,291
-365
| -4% | -$65.1K | 0.16% | 60 |
|
|
2020
Q3 | $1.71M | Buy |
9,656
+1,060
| +12% | +$188K | 0.22% | 48 |
|
|
2020
Q2 | $1.44M | Buy |
8,596
+380
| +5% | +$63.6K | 0.2% | 53 |
|
|
2020
Q1 | $1.22M | Buy |
8,216
+1,498
| +22% | +$222K | 0.21% | 52 |
|
|
2019
Q4 | $960K | Hold |
6,718
| – | – | 0.13% | 78 |
|
|
2019
Q3 | $933K | Hold |
6,718
| – | – | 0.13% | 76 |
|
|
2019
Q2 | $895K | Buy |
6,718
+320
| +5% | +$42.6K | 0.13% | 76 |
|
|
2019
Q1 | $781K | Buy |
6,398
+287
| +5% | +$35K | 0.11% | 95 |
|
|
2018
Q4 | $744K | Buy |
6,111
+360
| +6% | +$43.8K | 0.12% | 98 |
|
|
2018
Q3 | $648K | Sell |
5,751
-575
| -9% | -$64.8K | 0.1% | 99 |
|
|
2018
Q2 | $751K | Hold |
6,326
| – | – | 0.13% | 88 |
|
|
2018
Q1 | $796K | Buy |
6,326
+575
| +10% | +$72.4K | 0.14% | 79 |
|
|
2017
Q4 | $711K | Hold |
5,751
| – | – | 0.12% | 90 |
|
|
2017
Q3 | $699K | Hold |
5,751
| – | – | 0.13% | 83 |
|
|
2017
Q2 | $679K | Hold |
5,751
| – | – | 0.13% | 79 |
|
|
2017
Q1 | $683K | Sell |
5,751
-425
| -7% | -$50.5K | 0.13% | 74 |
|
|
2016
Q4 | $677K | Sell |
6,176
-500
| -7% | -$54.8K | 0.14% | 69 |
|
|
2016
Q3 | $839K | Hold |
6,676
| – | – | 0.17% | 58 |
|
|
2016
Q2 | $844K | Hold |
6,676
| – | – | 0.18% | 54 |
|
|
2016
Q1 | $785K | Buy |
6,676
+425
| +7% | +$50K | 0.17% | 59 |
|
|
2015
Q4 | $634K | Sell |
6,251
-1,006
| -14% | -$102K | 0.16% | 66 |
|
|
2015
Q3 | $775K | Sell |
7,257
-994
| -12% | -$106K | 0.21% | 52 |
|
|
2015
Q2 | $927K | Hold |
8,251
| – | – | 0.24% | 49 |
|
|
2015
Q1 | $938K | Hold |
8,251
| – | – | 0.24% | 52 |
|
|
2014
Q4 | $937K | Buy |
8,251
+7,523
| +1,033% | +$854K | 0.25% | 51 |
|
|
2014
Q3 | $85K | Hold |
728
| – | – | 0.03% | 231 |
|
|
2014
Q2 | $93K | Hold |
728
| – | – | 0.03% | 212 |
|
|
2014
Q1 | $90K | Sell |
728
-400
| -35% | -$49.5K | 0.03% | 210 |
|
|
2013
Q4 | $131K | Buy |
1,128
+120
| +12% | +$13.9K | 0.05% | 156 |
|
|
2013
Q3 | $129K | Sell |
1,008
-780
| -44% | -$99.8K | 0.05% | 145 |
|
|
2013
Q2 | $213K | Buy |
+1,788
| New | +$213K | 0.1% | 84 |
|