Williams Jones Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Sell |
21,452
-310
| -1% | -$94.5K | 0.08% | 121 |
|
|
2025
Q1 | $6.27M | Buy |
21,762
+2,000
| +10% | +$576K | 0.08% | 124 |
|
|
2024
Q4 | $4.78M | Buy |
19,762
+108
| +0.5% | +$26.2K | 0.06% | 139 |
|
|
2024
Q3 | $4.78M | Buy |
19,654
+797
| +4% | +$194K | 0.06% | 139 |
|
|
2024
Q2 | $4.05M | Buy |
18,857
+2,415
| +15% | +$519K | 0.05% | 146 |
|
|
2024
Q1 | $3.38M | Buy |
16,442
+746
| +5% | +$153K | 0.04% | 151 |
|
|
2023
Q4 | $3M | Buy |
15,696
+190
| +1% | +$36.3K | 0.04% | 158 |
|
|
2023
Q3 | $2.66M | Buy |
15,506
+151
| +1% | +$25.9K | 0.04% | 164 |
|
|
2023
Q2 | $2.74M | Sell |
15,355
-290
| -2% | -$51.7K | 0.04% | 169 |
|
|
2023
Q1 | $2.87M | Sell |
15,645
-2,681
| -15% | -$491K | 0.04% | 172 |
|
|
2022
Q4 | $3.11M | Sell |
18,326
-3,164
| -15% | -$537K | 0.05% | 162 |
|
|
2022
Q3 | $3.32M | Sell |
21,490
-3,669
| -15% | -$568K | 0.06% | 156 |
|
|
2022
Q2 | $4.24M | Buy |
25,159
+910
| +4% | +$153K | 0.07% | 151 |
|
|
2022
Q1 | $4.38M | Buy |
24,249
+427
| +2% | +$77.1K | 0.06% | 147 |
|
|
2021
Q4 | $4.07M | Sell |
23,822
-615
| -3% | -$105K | 0.05% | 153 |
|
|
2021
Q3 | $4.01M | Sell |
24,437
-195
| -0.8% | -$32K | 0.06% | 152 |
|
|
2021
Q2 | $4.08M | Sell |
24,632
-2,550
| -9% | -$422K | 0.06% | 151 |
|
|
2021
Q1 | $4.35M | Sell |
27,182
-1,135
| -4% | -$182K | 0.07% | 147 |
|
|
2020
Q4 | $5.05M | Sell |
28,317
-4,390
| -13% | -$783K | 0.08% | 128 |
|
|
2020
Q3 | $5.79M | Sell |
32,707
-95,405
| -74% | -$16.9M | 0.11% | 107 |
|
|
2020
Q2 | $21.4M | Buy |
128,112
+85,794
| +203% | +$14.4M | 0.44% | 52 |
|
|
2020
Q1 | $6.27M | Buy |
42,318
+11,445
| +37% | +$1.69M | 0.16% | 83 |
|
|
2019
Q4 | $4.41M | Sell |
30,873
-3,500
| -10% | -$500K | 0.08% | 124 |
|
|
2019
Q3 | $4.77M | Buy |
+34,373
| New | +$4.77M | 0.1% | 120 |
|