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Whitney & Co’s SPDR Gold Trust GLD Stock Holding History

Whitney & Co’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2025
Q1
$1.1M Sell
2024
Q4
$979K Sell
2024
Q3
$993K Hold
2024
Q2
$878K Sell
2024
Q1
$963K Sell
2023
Q4
$1.05M Sell
2023
Q3
$942K Sell
2023
Q2
$983K Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.04M Sell
2022
Q3
$959K Sell
2022
Q2
$1.06M Sell
2022
Q1
$1.19M Sell
2021
Q4
$1.21M Buy
2021
Q3
$732K Hold
2021
Q2
$739K Hold
2021
Q1
$713K Hold
2020
Q4
$774K Buy
2020
Q3
$773K Hold
2020
Q2
$730K Buy
2020
Q1
$296K Buy
2019
Q4
$243K Hold
2019
Q3
$242K Sell
2019
Q2
$253K Sell
2019
Q1
$232K Hold
2018
Q4
$237K Hold
2018
Q3
$222K Sell
2018
Q2
$251K Hold
2018
Q1
$266K Sell
2017
Q4
$328K Sell
2017
Q3
$336K Hold
2017
Q2
$336K Hold
2017
Q1
$338K Buy
2016
Q4
$280K Sell
2016
Q3
$333K Sell
2016
Q2
$341K Hold
2016
Q1
$318K Sell
2015
Q4
$284K Sell
2015
Q3
$364K Sell
2015
Q2
$394K Sell
2015
Q1
$421K Sell
2014
Q4
$534K Hold
2014
Q3
$546K Sell
2014
Q2
$653K Sell
2014
Q1
$766K Sell
2013
Q4
$734K Sell
2013
Q3
$824K Sell
2013
Q2
$813K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Outlier Fund Trades Discover outlier trades that significantly changed a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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