JPLA
Joseph P. Lucia & Associates’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
1,689
+132
| +8% | +$40.2K | 0.21% | 92 |
|
|
2025
Q1 | $449K | Buy |
1,557
+300
| +24% | +$86.4K | 0.21% | 89 |
|
|
2024
Q4 | $304K | Buy |
1,257
+120
| +11% | +$29.1K | 0.14% | 103 |
|
|
2024
Q3 | $276K | Buy |
1,137
+85
| +8% | +$20.7K | 0.13% | 102 |
|
|
2024
Q2 | $226K | Hold |
1,052
| – | – | 0.12% | 111 |
|
|
2024
Q1 | $216K | Buy |
+1,052
| New | +$216K | 0.12% | 112 |
|
|
2023
Q3 | – | Sell |
-1,292
| Closed | -$230K | – | 112 |
|
|
2023
Q2 | $230K | Sell |
1,292
-20
| -2% | -$3.57K | 0.15% | 103 |
|
|
2023
Q1 | $240K | Sell |
1,312
-350
| -21% | -$64.1K | 0.17% | 103 |
|
|
2022
Q4 | $282K | Buy |
1,662
+175
| +12% | +$29.7K | 0.21% | 91 |
|
|
2022
Q3 | $230K | Sell |
1,487
-135
| -8% | -$20.9K | 0.18% | 95 |
|
|
2022
Q2 | $273K | Sell |
1,622
-1,350
| -45% | -$227K | 0.19% | 85 |
|
|
2022
Q1 | $537K | Buy |
2,972
+947
| +47% | +$171K | 0.33% | 64 |
|
|
2021
Q4 | $346K | Sell |
2,025
-992
| -33% | -$169K | 0.22% | 91 |
|
|
2021
Q3 | $495K | Sell |
3,017
-225
| -7% | -$36.9K | 0.29% | 79 |
|
|
2021
Q2 | $537K | Sell |
3,242
-1,377
| -30% | -$228K | 0.32% | 75 |
|
|
2021
Q1 | $739K | Sell |
4,619
-1,115
| -19% | -$178K | 0.33% | 59 |
|
|
2020
Q4 | $1.02M | Sell |
5,734
-239
| -4% | -$42.6K | 0.71% | 48 |
|
|
2020
Q3 | $1.06M | Buy |
5,973
+85
| +1% | +$15.1K | 0.99% | 38 |
|
|
2020
Q2 | $985K | Buy |
5,888
+3,401
| +137% | +$569K | 0.89% | 38 |
|
|
2020
Q1 | $368K | Buy |
2,487
+1,032
| +71% | +$153K | 0.41% | 61 |
|
|
2019
Q4 | $208K | Buy |
1,455
+1,305
| +870% | +$187K | 0.19% | 93 |
|
|
2019
Q3 | $21K | Hold |
150
| – | – | 0.02% | 238 |
|
|
2019
Q2 | $20K | Buy |
+150
| New | +$20K | 0.02% | 244 |
|