CFM
Comprehensive Financial Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386M | Hold |
1,267,529
| – | – | 10.78% | 3 |
|
|
2025
Q1 | $365M | Sell |
1,267,529
-3,625
| -0.3% | -$1.04M | 11.5% | 3 |
|
|
2024
Q4 | $308M | Hold |
1,271,154
| – | – | 8.47% | 3 |
|
|
2024
Q3 | $309M | Hold |
1,271,154
| – | – | 8.6% | 3 |
|
|
2024
Q2 | $273M | Hold |
1,271,154
| – | – | 9.62% | 3 |
|
|
2024
Q1 | $262M | Hold |
1,271,154
| – | – | 8.46% | 3 |
|
|
2023
Q4 | $243M | Sell |
1,271,154
-18,600
| -1% | -$3.56M | 8.58% | 3 |
|
|
2023
Q3 | $221M | Hold |
1,289,754
| – | – | 8.01% | 3 |
|
|
2023
Q2 | $230M | Hold |
1,289,754
| – | – | 7.56% | 3 |
|
|
2023
Q1 | $236M | Hold |
1,289,754
| – | – | 7.17% | 3 |
|
|
2022
Q4 | $219M | Hold |
1,289,754
| – | – | 7.05% | 3 |
|
|
2022
Q3 | $199M | Hold |
1,289,754
| – | – | 5.19% | 3 |
|
|
2022
Q2 | $217M | Hold |
1,289,754
| – | – | 6.09% | 3 |
|
|
2022
Q1 | $233M | Hold |
1,289,754
| – | – | 4.22% | 3 |
|
|
2021
Q4 | $220M | Hold |
1,289,754
| – | – | 2.83% | 3 |
|
|
2021
Q3 | $212M | Hold |
1,289,754
| – | – | 1.99% | 4 |
|
|
2021
Q2 | $214M | Hold |
1,289,754
| – | – | 1.79% | 4 |
|
|
2021
Q1 | $206M | Buy |
1,289,754
+46,500
| +4% | +$7.44M | 2.05% | 4 |
|
|
2020
Q4 | $222M | Hold |
1,243,254
| – | – | 2.29% | 4 |
|
|
2020
Q3 | $220M | Buy |
1,243,254
+217,000
| +21% | +$38.4M | 2.44% | 4 |
|
|
2020
Q2 | $172M | Buy |
1,026,254
+139,000
| +16% | +$23.3M | 2.04% | 4 |
|
|
2020
Q1 | $131M | Buy |
887,254
+121,000
| +16% | +$17.9M | 2.72% | 4 |
|
|
2019
Q4 | $109M | Buy |
+766,254
| New | +$109M | 2.05% | 4 |
|