CIA
Concurrent Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41M | Buy |
134,643
+39,539
| +42% | +$12.1M | 0.79% | 15 |
|
2025
Q1 | $27.4M | Buy |
95,104
+15,268
| +19% | +$4.4M | 0.67% | 25 |
|
2024
Q4 | $19.3M | Sell |
79,836
-1,039
| -1% | -$252K | 0.52% | 37 |
|
2024
Q3 | $19.7M | Sell |
80,875
-320
| -0.4% | -$77.8K | 0.58% | 30 |
|
2024
Q2 | $17.5M | Buy |
81,195
+11,217
| +16% | +$2.41M | 0.57% | 36 |
|
2024
Q1 | $14.4M | Sell |
69,978
-471
| -0.7% | -$96.9K | 0.58% | 33 |
|
2023
Q4 | $13.5M | Buy |
+70,449
| New | +$13.5M | 0.64% | 31 |
|