BFA
Brendel Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
8,201
-26
| -0.3% | -$7.93K | 1.4% | 37 |
|
|
2025
Q1 | $2.37M | Sell |
8,227
-385
| -4% | -$111K | 1.44% | 30 |
|
|
2024
Q4 | $2.09M | Sell |
8,612
-614
| -7% | -$149K | 1.26% | 36 |
|
|
2024
Q3 | $2.24M | Buy |
9,226
+295
| +3% | +$71.7K | 1.27% | 35 |
|
|
2024
Q2 | $1.92M | Sell |
8,931
-859
| -9% | -$185K | 1.22% | 37 |
|
|
2024
Q1 | $2.01M | Sell |
9,790
-97
| -1% | -$20K | 2.3% | 19 |
|
|
2023
Q4 | $1.89M | Sell |
9,887
-164
| -2% | -$31.4K | 1.24% | 34 |
|
|
2023
Q3 | $1.72M | Buy |
10,051
+1,008
| +11% | +$173K | 2.56% | 20 |
|
|
2023
Q2 | $1.61M | Sell |
9,043
-3,955
| -30% | -$705K | 2.43% | 20 |
|
|
2023
Q1 | $2.38M | Sell |
12,998
-54
| -0.4% | -$9.89K | 1.76% | 22 |
|
|
2022
Q4 | $2.21M | Sell |
13,052
-40
| -0.3% | -$6.79K | 4.44% | 8 |
|
|
2022
Q3 | $2.03M | Sell |
13,092
-52
| -0.4% | -$8.04K | 4.81% | 6 |
|
|
2022
Q2 | $2.21M | Sell |
13,144
-2,351
| -15% | -$396K | 1.93% | 14 |
|
|
2022
Q1 | $2.8M | Buy |
+15,495
| New | +$2.8M | 1.52% | 25 |
|
|
2021
Q3 | – | Sell |
-515
| Closed | -$85K | – | 153 |
|
|
2021
Q2 | $85K | Buy |
+515
| New | +$85K | 0.05% | 138 |
|