ETIA
Epic Trust Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.13M | Hold |
5,242
| – | – | 1.24% | 18 |
|
2024
Q1 | $1.08M | Sell |
5,242
-21
| -0.4% | -$4.32K | 1.33% | 15 |
|
2023
Q4 | $1.01M | Buy |
5,263
+53
| +1% | +$10.1K | 1.35% | 18 |
|
2023
Q3 | $893K | Buy |
5,210
+663
| +15% | +$114K | 1.41% | 18 |
|
2023
Q2 | $811K | Buy |
4,547
+1,602
| +54% | +$286K | 1.15% | 23 |
|
2023
Q1 | $540K | Hold |
2,945
| – | – | 0.66% | 42 |
|
2022
Q4 | $500K | Sell |
2,945
-156
| -5% | -$26.5K | 0.75% | 41 |
|
2022
Q3 | $480K | Sell |
3,101
-565
| -15% | -$87.5K | 0.66% | 42 |
|
2022
Q2 | $618K | Sell |
3,666
-1,795
| -33% | -$303K | 1.17% | 28 |
|
2022
Q1 | $987K | Buy |
5,461
+1,227
| +29% | +$222K | 1.54% | 18 |
|
2021
Q4 | $724K | Buy |
+4,234
| New | +$724K | 1.05% | 19 |
|