PMFA
Plante Moran Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
1,064
-173
| -14% | -$52.7K | 0.02% | 120 |
|
|
2025
Q1 | $356K | Sell |
1,237
-97
| -7% | -$28K | 0.03% | 109 |
|
|
2024
Q4 | $323K | Sell |
1,334
-199
| -13% | -$48.2K | 0.03% | 120 |
|
|
2024
Q3 | $373K | Sell |
1,533
-308
| -17% | -$74.9K | 0.03% | 109 |
|
|
2024
Q2 | $396K | Sell |
1,841
-871
| -32% | -$187K | 0.04% | 97 |
|
|
2024
Q1 | $558K | Buy |
2,712
+1,661
| +158% | +$342K | 0.06% | 76 |
|
|
2023
Q4 | $201K | Buy |
1,051
+186
| +22% | +$35.6K | 0.02% | 168 |
|
|
2023
Q3 | $148K | Buy |
865
+766
| +774% | +$131K | 0.02% | 182 |
|
|
2023
Q2 | $17.6K | Sell |
99
-3,120
| -97% | -$556K | ﹤0.01% | 470 |
|
|
2023
Q1 | $590K | Sell |
3,219
-415
| -11% | -$76K | 0.08% | 69 |
|
|
2022
Q4 | $616K | Sell |
3,634
-99
| -3% | -$16.8K | 0.09% | 67 |
|
|
2022
Q3 | $577K | Buy |
3,733
+94
| +3% | +$14.5K | 0.1% | 66 |
|
|
2022
Q2 | $613K | Sell |
3,639
-1,926
| -35% | -$324K | 0.1% | 65 |
|
|
2022
Q1 | $1.01M | Sell |
5,565
-3,787
| -40% | -$684K | 0.19% | 50 |
|
|
2021
Q4 | $1.6M | Sell |
9,352
-300
| -3% | -$51.3K | 0.26% | 34 |
|
|
2021
Q3 | $1.59M | Sell |
9,652
-5,255
| -35% | -$863K | 0.35% | 30 |
|
|
2021
Q2 | $2.47M | Buy |
14,907
+311
| +2% | +$51.5K | 0.6% | 19 |
|
|
2021
Q1 | $2.34M | Buy |
14,596
+34
| +0.2% | +$5.44K | 0.64% | 20 |
|
|
2020
Q4 | $2.6M | Sell |
14,562
-372
| -2% | -$66.3K | 0.8% | 16 |
|
|
2020
Q3 | $2.65M | Buy |
14,934
+655
| +5% | +$116K | 0.93% | 14 |
|
|
2020
Q2 | $2.39M | Buy |
14,279
+78
| +0.5% | +$13.1K | 0.95% | 16 |
|
|
2020
Q1 | $2.1M | Buy |
14,201
+2,043
| +17% | +$302K | 0.96% | 14 |
|
|
2019
Q4 | $1.74M | Buy |
12,158
+3,648
| +43% | +$521K | 0.6% | 20 |
|
|
2019
Q3 | $1.18M | Sell |
8,510
-66
| -0.8% | -$9.17K | 0.34% | 46 |
|
|
2019
Q2 | $1.14M | Buy |
8,576
+66
| +0.8% | +$8.79K | 0.35% | 41 |
|
|
2019
Q1 | $1.04M | Buy |
8,510
+316
| +4% | +$38.5K | 0.32% | 44 |
|
|
2018
Q4 | $994K | Sell |
8,194
-271
| -3% | -$32.9K | 0.35% | 46 |
|
|
2018
Q3 | $955K | Sell |
8,465
-500
| -6% | -$56.4K | 0.31% | 46 |
|
|
2018
Q2 | $1.06M | Sell |
8,965
-570
| -6% | -$67.7K | 0.54% | 33 |
|
|
2018
Q1 | $1.2M | Buy |
9,535
+1,735
| +22% | +$218K | 0.65% | 29 |
|
|
2017
Q4 | $964K | Sell |
7,800
-303
| -4% | -$37.4K | 0.53% | 38 |
|
|
2017
Q3 | $985K | Sell |
8,103
-48
| -0.6% | -$5.84K | 0.59% | 36 |
|
|
2017
Q2 | $962K | Buy |
8,151
+48
| +0.6% | +$5.67K | 0.6% | 37 |
|
|
2017
Q1 | $962K | Sell |
8,103
-36
| -0.4% | -$4.27K | 0.58% | 33 |
|
|
2016
Q4 | $892K | Hold |
8,139
| – | – | 0.56% | 36 |
|
|
2016
Q3 | $1.02M | Sell |
8,139
-52
| -0.6% | -$6.54K | 0.69% | 33 |
|
|
2016
Q2 | $1.04M | Buy |
8,191
+1,790
| +28% | +$226K | 0.75% | 31 |
|
|
2016
Q1 | $753K | Buy |
6,401
+865
| +16% | +$102K | 0.58% | 35 |
|
|
2015
Q4 | $562K | Sell |
5,536
-769
| -12% | -$78.1K | 0.42% | 55 |
|
|
2015
Q3 | $674K | Sell |
6,305
-156
| -2% | -$16.7K | 0.53% | 42 |
|
|
2015
Q2 | $726K | Sell |
6,461
-49
| -0.8% | -$5.51K | 0.52% | 45 |
|
|
2015
Q1 | $740K | Buy |
6,510
+1,221
| +23% | +$139K | 0.52% | 45 |
|
|
2014
Q4 | $601K | Sell |
5,289
-14,465
| -73% | -$1.64M | 0.44% | 47 |
|
|
2014
Q3 | $2.3M | Sell |
19,754
-583
| -3% | -$67.8K | 2.01% | 9 |
|
|
2014
Q2 | $2.6M | Sell |
20,337
-29,311
| -59% | -$3.75M | 2.33% | 7 |
|
|
2014
Q1 | $6.14M | Sell |
49,648
-588,560
| -92% | -$72.8M | 6.68% | 2 |
|
|
2013
Q4 | $74.1M | Buy |
638,208
+43,661
| +7% | +$5.07M | 41.68% | 1 |
|
|
2013
Q3 | $76.2M | Buy |
594,547
+97,878
| +20% | +$12.5M | 46.62% | 1 |
|
|
2013
Q2 | $59.2M | Buy |
+496,669
| New | +$59.2M | 43.75% | 1 |
|