Neumeier Poma Investment Counsel’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
$7.37M Sell
24,166
-129
-0.5% -$39.3K 0.69% 41
2025
Q1
$7M Buy
+24,295
New +$7M 0.75% 42
2021
Q1
Sell
-48,510
Closed -$8.65M 41
2020
Q4
$8.65M Sell
48,510
-28,325
-37% -$5.05M 0.57% 41
2020
Q3
$13.6M Buy
76,835
+35,905
+88% +$6.36M 1.12% 38
2020
Q2
$6.85M Sell
40,930
-36,420
-47% -$6.1M 0.62% 40
2020
Q1
$11.5M Buy
77,350
+30,025
+63% +$4.45M 1.18% 37
2019
Q4
$6.76M Hold
47,325
0.52% 41
2019
Q3
$6.57M Buy
+47,325
New +$6.57M 0.55% 40
2014
Q4
Sell
-24,338
Closed -$2.83M 41
2014
Q3
$2.83M Hold
24,338
0.7% 39
2014
Q2
$3.12M Sell
24,338
-1,050
-4% -$134K 0.74% 36
2014
Q1
$3.14M Hold
25,388
0.71% 39
2013
Q4
$2.95M Hold
25,388
0.67% 36
2013
Q3
$3.25M Hold
25,388
0.8% 35
2013
Q2
$3.02M Buy
+25,388
New +$3.02M 0.79% 34