PHAM
Palisades Hudson Asset Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
9,877
-66
| -0.7% | -$20.1K | 1.18% | 22 |
|
|
2025
Q1 | $2.87M | Sell |
9,943
-646
| -6% | -$186K | 1.3% | 22 |
|
|
2024
Q4 | $2.56M | Hold |
10,589
| – | – | 1.08% | 23 |
|
|
2024
Q3 | $2.57M | Hold |
10,589
| – | – | 1.09% | 22 |
|
|
2024
Q2 | $2.28M | Hold |
10,589
| – | – | 1.05% | 21 |
|
|
2024
Q1 | $2.18M | Hold |
10,589
| – | – | 0.99% | 22 |
|
|
2023
Q4 | $2.02M | Hold |
10,589
| – | – | 0.98% | 19 |
|
|
2023
Q3 | $1.82M | Hold |
10,589
| – | – | 0.99% | 19 |
|
|
2023
Q2 | $1.89M | Hold |
10,589
| – | – | 0.98% | 19 |
|
|
2023
Q1 | $1.94M | Hold |
10,589
| – | – | 1.04% | 19 |
|
|
2022
Q4 | $1.8M | Hold |
10,589
| – | – | 0.99% | 18 |
|
|
2022
Q3 | $1.64M | Hold |
10,589
| – | – | 0.99% | 18 |
|
|
2022
Q2 | $1.78M | Sell |
10,589
-286
| -3% | -$48.2K | 1% | 18 |
|
|
2022
Q1 | $1.97M | Sell |
10,875
-11,225
| -51% | -$2.03M | 0.92% | 19 |
|
|
2021
Q4 | $3.78M | Hold |
22,100
| – | – | 1.61% | 15 |
|
|
2021
Q3 | $3.63M | Hold |
22,100
| – | – | 1.66% | 15 |
|
|
2021
Q2 | $3.66M | Buy |
22,100
+8,740
| +65% | +$1.45M | 1.63% | 15 |
|
|
2021
Q1 | $2.14M | Hold |
13,360
| – | – | 1.02% | 17 |
|
|
2020
Q4 | $2.38M | Buy |
13,360
+5,475
| +69% | +$977K | 1.23% | 16 |
|
|
2020
Q3 | $1.4M | Hold |
7,885
| – | – | 0.9% | 19 |
|
|
2020
Q2 | $1.32M | Hold |
7,885
| – | – | 0.9% | 19 |
|
|
2020
Q1 | $1.17M | Sell |
7,885
-1,503
| -16% | -$222K | 0.99% | 19 |
|
|
2019
Q4 | $1.34M | Hold |
9,388
| – | – | 0.86% | 19 |
|
|
2019
Q3 | $1.3M | Hold |
9,388
| – | – | 0.91% | 19 |
|
|
2019
Q2 | $1.25M | Hold |
9,388
| – | – | 0.87% | 20 |
|
|
2019
Q1 | $1.15M | Hold |
9,388
| – | – | 0.74% | 22 |
|
|
2018
Q4 | $1.14M | Hold |
9,388
| – | – | 0.67% | 21 |
|
|
2018
Q3 | $1.06M | Sell |
9,388
-884
| -9% | -$99.7K | 0.55% | 23 |
|
|
2018
Q2 | $1.22M | Hold |
10,272
| – | – | 0.66% | 20 |
|
|
2018
Q1 | $1.29M | Buy |
10,272
+4,923
| +92% | +$619K | 0.7% | 19 |
|
|
2017
Q4 | $661K | Hold |
5,349
| – | – | 0.36% | 29 |
|
|
2017
Q3 | $650K | Buy |
5,349
+1,945
| +57% | +$236K | 0.37% | 29 |
|
|
2017
Q2 | $402K | Buy |
+3,404
| New | +$402K | 0.24% | 53 |
|