RE Dickinson Investment Advisors’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
2024
Q4
$518K Sell
214
-368
-63% -$90.4K 0.03% 88
2024
Q3
$141K Buy
582
+368
+172% +$84.3K 0.08% 57
2024
Q2
$46K Hold
214
0.03% 94
2024
Q1
$44K Hold
214
0.03% 86
2023
Q4
$41K Sell
214
-53
-20% -$9.71K 0.03% 88
2023
Q3
$46K Hold
267
0.03% 84
2023
Q2
$48K Buy
267
+53
+25% +$9.74K 0.02% 158
2023
Q1
$39K Sell
214
-72
-25% -$12.7K 0.01% 172
2022
Q4
$49K Hold
286
0.02% 146
2022
Q3
$44K Buy
286
+72
+34% +$11.6K 0.04% 76
2022
Q2
$36 Hold
214
0.01% 92
2022
Q1
$39K Buy
214
+66
+45% +$11.6K 0.03% 101
2021
Q4
$25K Buy
+148
New +$24.8K 0.02% 117

Other funds holding GLD