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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