CPIA
Cornell Pochily 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 | $368K | Hold |
1,207
| – | – | 0.12% | 135 |
|
2025
Q1 | $348K | Hold |
1,207
| – | – | 0.12% | 134 |
|
2024
Q4 | $292K | Sell |
1,207
-35
| -3% | -$8.48K | 0.1% | 138 |
|
2024
Q3 | $302K | Hold |
1,242
| – | – | 0.1% | 139 |
|
2024
Q2 | $267K | Buy |
1,242
+35
| +3% | +$7.53K | 0.1% | 143 |
|
2024
Q1 | $248K | Hold |
1,207
| – | – | 0.1% | 153 |
|
2023
Q4 | $231K | Hold |
1,207
| – | – | 0.1% | 160 |
|
2023
Q3 | $207K | Hold |
1,207
| – | – | 0.09% | 164 |
|
2023
Q2 | $215K | Hold |
1,207
| – | – | 0.09% | 160 |
|
2023
Q1 | $221K | Sell |
1,207
-15
| -1% | -$2.75K | 0.09% | 161 |
|
2022
Q4 | $207K | Sell |
1,222
-200
| -14% | -$33.9K | 0.09% | 167 |
|
2022
Q3 | $220K | Hold |
1,422
| – | – | 0.1% | 153 |
|
2022
Q2 | $240K | Hold |
1,422
| – | – | 0.11% | 151 |
|
2022
Q1 | $257K | Buy |
1,422
+120
| +9% | +$21.7K | 0.1% | 149 |
|
2021
Q4 | $223K | Sell |
1,302
-295
| -18% | -$50.5K | 0.09% | 155 |
|
2021
Q3 | $262K | Hold |
1,597
| – | – | 0.11% | 146 |
|
2021
Q2 | $265K | Sell |
1,597
-265
| -14% | -$44K | 0.12% | 142 |
|
2021
Q1 | $298K | Buy |
1,862
+390
| +26% | +$62.4K | 0.14% | 131 |
|
2020
Q4 | $263K | Buy |
1,472
+100
| +7% | +$17.9K | 0.13% | 129 |
|
2020
Q3 | $243K | Buy |
1,372
+177
| +15% | +$31.3K | 0.14% | 128 |
|
2020
Q2 | $200K | Buy |
+1,195
| New | +$200K | 0.12% | 135 |
|