BFA
Beacon Financial Advisory’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
883
+96
| +12% | +$29.3K | 0.07% | 288 |
|
|
2025
Q1 | $227K | Buy |
+787
| New | +$227K | 0.07% | 298 |
|
|
2024
Q2 | – | Sell |
-1,111
| Closed | -$229K | – | 294 |
|
|
2024
Q1 | $229K | Sell |
1,111
-183
| -14% | -$37.6K | 0.11% | 216 |
|
|
2023
Q4 | $247K | Hold |
1,294
| – | – | 0.12% | 213 |
|
|
2023
Q3 | $222K | Hold |
1,294
| – | – | 0.12% | 202 |
|
|
2023
Q2 | $231K | Hold |
1,294
| – | – | 0.13% | 193 |
|
|
2023
Q1 | $237K | Hold |
1,294
| – | – | 0.15% | 180 |
|
|
2022
Q4 | $220K | Buy |
+1,294
| New | +$220K | 0.16% | 169 |
|
|
2022
Q3 | – | Sell |
-1,716
| Closed | -$289K | – | 200 |
|
|
2022
Q2 | $289K | Sell |
1,716
-433
| -20% | -$72.9K | 0.16% | 163 |
|
|
2022
Q1 | $388K | Buy |
2,149
+489
| +29% | +$88.3K | 0.19% | 148 |
|
|
2021
Q4 | $284K | Hold |
1,660
| – | – | 0.13% | 188 |
|
|
2021
Q3 | $273K | Sell |
1,660
-2
| -0.1% | -$329 | 0.14% | 180 |
|
|
2021
Q2 | $275K | Sell |
1,662
-40
| -2% | -$6.62K | 0.15% | 173 |
|
|
2021
Q1 | $272K | Buy |
1,702
+433
| +34% | +$69.2K | 0.16% | 166 |
|
|
2020
Q4 | $226K | Sell |
1,269
-92
| -7% | -$16.4K | 0.15% | 172 |
|
|
2020
Q3 | $241K | Buy |
1,361
+142
| +12% | +$25.1K | 0.21% | 144 |
|
|
2020
Q2 | $204K | Buy |
+1,219
| New | +$204K | 0.22% | 132 |
|