CSIA
Carl Stuart Investment Advisor’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $380K | Hold |
1,248
| – | – | 0.19% | 11 |
|
2025
Q1 | $360K | Hold |
1,248
| – | – | 0.2% | 10 |
|
2024
Q4 | $302K | Hold |
1,248
| – | – | 0.16% | 15 |
|
2024
Q3 | $303K | Hold |
1,248
| – | – | 0.17% | 11 |
|
2024
Q2 | $268K | Sell |
1,248
-61
| -5% | -$13.1K | 0.17% | 11 |
|
2024
Q1 | $269K | Hold |
1,309
| – | – | 0.17% | 11 |
|
2023
Q4 | $250K | Hold |
1,309
| – | – | 0.17% | 25 |
|
2023
Q3 | $222K | Hold |
1,309
| – | – | 0.18% | 20 |
|
2023
Q2 | $233K | Buy |
+1,309
| New | +$233K | 0.18% | 20 |
|
2023
Q1 | – | Sell |
-1,309
| Closed | -$222K | – | 45 |
|
2022
Q4 | $222K | Buy |
+1,309
| New | +$222K | 0.21% | 21 |
|
2022
Q2 | – | Sell |
-1,152
| Closed | -$2.08M | – | 51 |
|
2022
Q1 | $2.08M | Buy |
+1,152
| New | +$2.08M | 0.15% | 24 |
|