Klingman & Associates’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 | $546K | Buy |
1,791
+48
| +3% | +$14.6K | 0.03% | 163 |
|
|
2025
Q1 | $502K | Sell |
1,743
-100
| -5% | -$28.8K | 0.03% | 157 |
|
|
2024
Q4 | $446K | Buy |
1,843
+95
| +5% | +$23K | 0.03% | 163 |
|
|
2024
Q3 | $425K | Buy |
1,748
+5
| +0.3% | +$1.22K | 0.03% | 175 |
|
|
2024
Q2 | $375K | Sell |
1,743
-25
| -1% | -$5.38K | 0.03% | 168 |
|
|
2024
Q1 | $364K | Sell |
1,768
-40
| -2% | -$8.23K | 0.03% | 175 |
|
|
2023
Q4 | $346K | Hold |
1,808
| – | – | 0.03% | 171 |
|
|
2023
Q3 | $310K | Buy |
1,808
+65
| +4% | +$11.1K | 0.03% | 174 |
|
|
2023
Q2 | $311K | Hold |
1,743
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $319K | Hold |
1,743
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $296K | Hold |
1,743
| – | – | 0.03% | 157 |
|
|
2022
Q3 | $270K | Hold |
1,743
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $294K | Hold |
1,743
| – | – | 0.03% | 148 |
|
|
2022
Q1 | $315K | Hold |
1,743
| – | – | 0.03% | 157 |
|
|
2021
Q4 | $298K | Hold |
1,743
| – | – | 0.03% | 145 |
|
|
2021
Q3 | $286K | Hold |
1,743
| – | – | 0.03% | 139 |
|
|
2021
Q2 | $289K | Hold |
1,743
| – | – | 0.03% | 134 |
|
|
2021
Q1 | $279K | Hold |
1,743
| – | – | 0.03% | 138 |
|
|
2020
Q4 | $311K | Hold |
1,743
| – | – | 0.04% | 116 |
|
|
2020
Q3 | $309K | Hold |
1,743
| – | – | 0.04% | 106 |
|
|
2020
Q2 | $292K | Buy |
+1,743
| New | +$292K | 0.04% | 106 |
|
|
2016
Q4 | – | Sell |
-1
| Closed | – | – | 184 |
|
|
2016
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 378 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$51K | – | 393 |
|
|
2015
Q4 | $51K | Sell |
500
-558
| -53% | -$56.9K | 0.02% | 207 |
|
|
2015
Q3 | $113K | Hold |
1,058
| – | – | 0.04% | 147 |
|
|
2015
Q2 | $119K | Sell |
1,058
-87
| -8% | -$9.79K | 0.05% | 122 |
|
|
2015
Q1 | $130K | Buy |
1,145
+578
| +102% | +$65.6K | 0.05% | 105 |
|
|
2014
Q4 | $64K | Buy |
+567
| New | +$64K | 0.03% | 164 |
|