Security National Trust’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-50
| Closed | -$8K | – | 395 |
|
|
2021
Q2 | $8K | Sell |
50
-45
| -47% | -$7.2K | ﹤0.01% | 364 |
|
|
2021
Q1 | $15K | Hold |
95
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $17K | Buy |
95
+45
| +90% | +$8.05K | ﹤0.01% | 330 |
|
|
2020
Q3 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 356 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$7K | – | 474 |
|
|
2019
Q4 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 394 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$24K | – | 407 |
|
|
2017
Q2 | $24K | Hold |
200
| – | – | 0.01% | 318 |
|
|
2017
Q1 | $24K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2016
Q4 | $22K | Hold |
200
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $25K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2016
Q2 | $25K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2016
Q1 | $24K | Hold |
200
| – | – | 0.01% | 322 |
|
|
2015
Q4 | $20K | Hold |
200
| – | – | 0.01% | 325 |
|
|
2015
Q3 | $21K | Sell |
200
-5,675
| -97% | -$596K | 0.01% | 329 |
|
|
2015
Q2 | $660K | Hold |
5,875
| – | – | 0.24% | 92 |
|
|
2015
Q1 | $668K | Hold |
5,875
| – | – | 0.24% | 92 |
|
|
2014
Q4 | $668K | Hold |
5,875
| – | – | 0.24% | 88 |
|
|
2014
Q3 | $682K | Buy |
5,875
+200
| +4% | +$23.2K | 0.28% | 85 |
|
|
2014
Q2 | $726K | Hold |
5,675
| – | – | 0.28% | 84 |
|
|
2014
Q1 | $701K | Hold |
5,675
| – | – | 0.28% | 82 |
|
|
2013
Q4 | $659K | Buy |
5,675
+552
| +11% | +$64.1K | 0.27% | 84 |
|
|
2013
Q3 | $657K | Sell |
5,123
-877
| -15% | -$112K | 0.3% | 78 |
|
|
2013
Q2 | $715K | Buy |
+6,000
| New | +$715K | 0.35% | 73 |
|