Middleton & Co’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
$339K Hold
1,112
0.04% 133
2025
Q1
$320K Sell
1,112
-23
-2% -$6.63K 0.04% 132
2024
Q4
$275K Sell
1,135
-100
-8% -$24.2K 0.03% 134
2024
Q3
$300K Hold
1,235
0.03% 138
2024
Q2
$266K Buy
1,235
+165
+15% +$35.5K 0.03% 143
2024
Q1
$220K Hold
1,070
0.03% 159
2023
Q4
$205K Buy
+1,070
New +$205K 0.03% 154
2023
Q2
Sell
-1,122
Closed -$206K 154
2023
Q1
$206K Buy
+1,122
New +$206K 0.03% 151
2021
Q4
Sell
-1,324
Closed -$217K 162
2021
Q3
$217K Sell
1,324
-88
-6% -$14.4K 0.02% 151
2021
Q2
$234K Hold
1,412
0.03% 148
2021
Q1
$226K Sell
1,412
-30
-2% -$4.8K 0.03% 147
2020
Q4
$257K Hold
1,442
0.03% 139
2020
Q3
$255K Hold
1,442
0.03% 127
2020
Q2
$241K Buy
+1,442
New +$241K 0.03% 137