P.J. Schmidt Investment Management (PJS)’s SPDR Gold Trust GLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Sell	3,824 -10	-0.3%	-$4.48K	0.28%	59
2025 Q4	$1.52M	Sell	3,834 -5	-0.1%	-$1.91K	0.25%	63
2025 Q3	$1.36M	Sell	3,839 -11	-0.3%	-$3.5K	0.23%	67
2025 Q2	$1.17M	Sell	3,850 -100	-3%	-$30.3K	0.2%	73
2025 Q1	$1.14M	Hold	3,950	–	–	0.21%	63
2024 Q4	$956K	Hold	3,950	–	–	0.17%	77
2024 Q3	$960K	Hold	3,950	–	–	0.17%	79
2024 Q2	$849K	Hold	3,950	–	–	0.16%	79
2024 Q1	$813K	Hold	3,950	–	–	0.15%	81
2023 Q4	$739K	Sell	3,950 -300	-7%	-$55K	0.15%	82
2023 Q3	$778K	Hold	4,250	–	–	0.17%	81
2023 Q2	$775K	Hold	4,250	–	–	0.15%	83
2023 Q1	$785K	Hold	4,250	–	–	0.16%	83
2022 Q4	$721K	Sell	4,250 -600	-12%	-$96.6K	0.16%	80
2022 Q3	$748K	Sell	4,850 -50	-1%	-$8.04K	0.18%	82
2022 Q2	$798K	Buy	4,900 +150	+3%	+$26.2K	0.17%	85
2022 Q1	$840K	Hold	4,750	–	–	0.19%	88
2021 Q4	$798K	Hold	4,750	–	–	0.16%	96
2021 Q3	$796K	Hold	4,750	–	–	0.16%	97
2021 Q2	$801K	Hold	4,750	–	–	0.16%	99
2021 Q1	$790K	Hold	4,750	–	–	0.16%	96
2020 Q4	$820K	Sell	4,750 -78	-2%	-$13.7K	0.19%	91
2020 Q3	$864K	Buy	+4,828	New	+$868K	0.21%	78