Tompkins Financial’s SPDR Gold Trust GLD Stock Holding History

Tompkins Financial’s Portfolio GLD Stock Details GLD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$376K	Buy	1,232 +141	+13%	+$43K	0.03%	140
2025 Q1	$314K	Hold	1,091	–	–	0.03%	151
2024 Q4	$264K	Buy	1,091 +91	+9%	+$22K	0.02%	157
2024 Q3	$243K	Hold	1,000	–	–	0.02%	171
2024 Q2	$215K	Buy	1,000 +950	+1,900%	+$204K	0.02%	188
2024 Q1	$10.3K	Buy	+50	New	+$10.3K	﹤0.01%	501
2023 Q3	–	Sell	-30	Closed	-$5.35K	–	599
2023 Q2	$5.35K	Hold	30	–	–	﹤0.01%	510
2023 Q1	$5.5K	Hold	30	–	–	﹤0.01%	526
2022 Q4	$5K	Buy	+30	New	+$5K	﹤0.01%	522
2022 Q2	–	Sell	-1,055	Closed	-$191K	–	592
2022 Q1	$191K	Buy	1,055 +55	+6%	+$9.96K	0.03%	195
2021 Q4	$171K	Hold	1,000	–	–	0.03%	142
2021 Q3	$164K	Buy	+1,000	New	+$164K	0.03%	143
2021 Q1	$246K	Buy	1,536 +1,000	+187%	+$160K	0.04%	129
2020 Q4	$96K	Hold	536	–	–	0.02%	181
2020 Q3	$95K	Buy	+536	New	+$95K	0.02%	191
2018 Q3	–	Sell	-800	Closed	-$95K	–	432
2018 Q2	$95K	Buy	800 +301	+60%	+$35.7K	0.02%	207
2018 Q1	$63K	Sell	499 -480	-49%	-$60.6K	0.01%	227
2017 Q4	$121K	Sell	979 -265	-21%	-$32.8K	0.03%	177
2017 Q3	$151K	Buy	1,244 +428	+52%	+$52K	0.04%	169
2017 Q2	$96K	Hold	816	–	–	0.02%	185
2017 Q1	$97K	Sell	816 -295	-27%	-$35.1K	0.02%	181
2016 Q4	$122K	Hold	1,111	–	–	0.03%	156
2016 Q3	$140K	Hold	1,111	–	–	0.04%	155
2016 Q2	$141K	Sell	1,111 -46	-4%	-$5.84K	0.04%	171
2016 Q1	$136K	Sell	1,157 -50	-4%	-$5.88K	0.04%	172
2015 Q4	$122K	Hold	1,207	–	–	0.04%	185
2015 Q3	$129K	Hold	1,207	–	–	0.04%	176
2015 Q2	$136K	Hold	1,207	–	–	0.04%	179
2015 Q1	$137K	Sell	1,207 -690	-36%	-$78.3K	0.03%	184
2014 Q4	$215K	Buy	1,897 +606	+47%	+$68.7K	0.05%	157
2014 Q3	$150K	Hold	1,291	–	–	0.04%	172
2014 Q2	$165K	Sell	1,291 -41	-3%	-$5.24K	0.04%	169
2014 Q1	$165K	Sell	1,332 -72	-5%	-$8.92K	0.04%	167
2013 Q4	$163K	Sell	1,404 -333	-19%	-$38.7K	0.04%	167
2013 Q3	$223K	Sell	1,737 -728	-30%	-$93.5K	0.06%	147
2013 Q2	$294K	Buy	+2,465	New	+$294K	0.09%	129