LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Hold |
7,612
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $2.31M | Hold |
7,612
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $1.93M | Sell |
7,612
-1,215
| -14% | -$307K | 0.02% | 136 |
|
|
2024
Q3 | $2.23M | Buy |
8,827
+100
| +1% | +$25.3K | 0.02% | 130 |
|
|
2024
Q2 | $1.99M | Buy |
8,727
+200
| +2% | +$45.7K | 0.02% | 117 |
|
|
2024
Q1 | $1.84M | Sell |
8,527
-3,000
| -26% | -$647K | 0.02% | 119 |
|
|
2023
Q4 | $2.17M | Hold |
11,527
| – | – | 0.02% | 113 |
|
|
2023
Q3 | $2.12M | Sell |
11,527
-1,534
| -12% | -$282K | 0.02% | 110 |
|
|
2023
Q2 | $2.33M | Buy |
13,061
+4,534
| +53% | +$808K | 0.02% | 109 |
|
|
2023
Q1 | $1.56M | Buy |
8,527
+4,900
| +135% | +$898K | 0.02% | 124 |
|
|
2022
Q4 | $615K | Hold |
3,627
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $561K | Sell |
3,627
-30
| -0.8% | -$4.64K | 0.01% | 191 |
|
|
2022
Q2 | $616K | Hold |
3,657
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $661K | Hold |
3,657
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $625K | Buy |
3,657
+980
| +37% | +$167K | 0.01% | 205 |
|
|
2021
Q3 | $440K | Hold |
2,677
| – | – | ﹤0.01% | 228 |
|
|
2021
Q2 | $443K | Hold |
2,677
| – | – | ﹤0.01% | 235 |
|
|
2021
Q1 | $428K | Sell |
2,677
-4
| -0.1% | -$640 | ﹤0.01% | 226 |
|
|
2020
Q4 | $478K | Buy |
2,681
+4
| +0.1% | +$713 | 0.01% | 212 |
|
|
2020
Q3 | $474K | Hold |
2,677
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $448K | Sell |
2,677
-700
| -21% | -$117K | 0.01% | 187 |
|
|
2020
Q1 | $500K | Sell |
3,377
-105
| -3% | -$15.5K | 0.01% | 173 |
|
|
2019
Q4 | $498K | Hold |
3,482
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $484K | Hold |
3,482
| – | – | 0.01% | 201 |
|
|
2019
Q2 | $464K | Buy |
3,482
+135
| +4% | +$18K | 0.01% | 198 |
|
|
2019
Q1 | $408K | Sell |
3,347
-100
| -3% | -$12.2K | 0.01% | 204 |
|
|
2018
Q4 | $418K | Sell |
3,447
-190
| -5% | -$23K | 0.01% | 205 |
|
|
2018
Q3 | $410K | Sell |
3,637
-210
| -5% | -$23.7K | 0.01% | 213 |
|
|
2018
Q2 | $456K | Sell |
3,847
-1,635
| -30% | -$194K | 0.01% | 205 |
|
|
2018
Q1 | $690K | Sell |
5,482
-4,643
| -46% | -$584K | 0.01% | 188 |
|
|
2017
Q4 | $1.25M | Hold |
10,125
| – | – | 0.02% | 149 |
|
|
2017
Q3 | $1.23M | Hold |
10,125
| – | – | 0.02% | 148 |
|
|
2017
Q2 | $1.22M | Sell |
10,125
-930
| -8% | -$112K | 0.02% | 143 |
|
|
2017
Q1 | $1.31M | Buy |
11,055
+700
| +7% | +$83.1K | 0.03% | 138 |
|
|
2016
Q4 | $1.14M | Hold |
10,355
| – | – | 0.03% | 143 |
|
|
2016
Q3 | $1.3M | Buy |
10,355
+76
| +0.7% | +$9.55K | 0.03% | 140 |
|
|
2016
Q2 | $1.3M | Hold |
10,279
| – | – | 0.03% | 136 |
|
|
2016
Q1 | $1.21M | Hold |
10,279
| – | – | 0.03% | 139 |
|
|
2015
Q4 | $1.04M | Sell |
10,279
-18,440
| -64% | -$1.87M | 0.03% | 151 |
|
|
2015
Q3 | $3.23M | Hold |
28,719
| – | – | 0.08% | 103 |
|
|
2015
Q2 | $3.23M | Buy |
28,719
+44
| +0.2% | +$4.94K | 0.08% | 103 |
|
|
2015
Q1 | $3.26M | Sell |
28,675
-440
| -2% | -$50K | 0.08% | 102 |
|
|
2014
Q4 | $3.31M | Buy |
29,115
+440
| +2% | +$50K | 0.08% | 101 |
|
|
2014
Q3 | $3.33M | Sell |
28,675
-275
| -0.9% | -$32K | 0.09% | 101 |
|
|
2014
Q2 | $3.71M | Buy |
28,950
+7,756
| +37% | +$993K | 0.1% | 94 |
|
|
2014
Q1 | $2.62M | Sell |
21,194
-44
| -0.2% | -$5.44K | 0.07% | 108 |
|
|
2013
Q4 | $2.47M | Sell |
21,238
-731
| -3% | -$84.9K | 0.07% | 107 |
|
|
2013
Q3 | $2.82M | Sell |
21,969
-664
| -3% | -$85.1K | 0.09% | 105 |
|
|
2013
Q2 | $2.7M | Buy |
+22,633
| New | +$2.7M | 0.08% | 112 |
|