Jones Financial Companies’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.3M | Buy |
173,723
+49,726
| +40% | +$15M | 0.04% | 141 |
|
2025
Q1 | $35.2M | Buy |
123,997
+40,351
| +48% | +$11.5M | 0.03% | 149 |
|
2024
Q4 | $20.3M | Buy |
83,646
+36,996
| +79% | +$8.96M | 0.02% | 175 |
|
2024
Q3 | $11.4M | Buy |
46,650
+20,819
| +81% | +$5.1M | 0.01% | 192 |
|
2024
Q2 | $5.55M | Buy |
25,831
+20,494
| +384% | +$4.41M | 0.01% | 200 |
|
2024
Q1 | $1.1M | Buy |
+5,337
| New | +$1.1M | ﹤0.01% | 250 |
|
2022
Q4 | – | Sell |
-186
| Closed | -$29K | – | 744 |
|
2022
Q3 | $29K | Buy |
186
+36
| +24% | +$5.61K | ﹤0.01% | 352 |
|
2022
Q2 | $25K | Buy |
+150
| New | +$25K | ﹤0.01% | 377 |
|
2021
Q3 | – | Sell |
-81
| Closed | -$13K | – | 649 |
|
2021
Q2 | $13K | Buy |
+81
| New | +$13K | ﹤0.01% | 445 |
|
2013
Q4 | – | Sell |
-200
| Closed | -$26K | – | 360 |
|
2013
Q3 | $26K | Sell |
200
-163
| -45% | -$21.2K | ﹤0.01% | 391 |
|
2013
Q2 | $43K | Buy |
+363
| New | +$43K | ﹤0.01% | 335 |
|