Jones Financial Companies
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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