Financial Advisory Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,707
| Closed | -$313K | – | 93 |
|
|
2023
Q1 | $313K | Hold |
1,707
| – | – | 0.06% | 71 |
|
|
2022
Q4 | $290K | Sell |
1,707
-500
| -23% | -$80.5K | 0.06% | 74 |
|
|
2022
Q3 | $341K | Buy |
2,207
+500
| +29% | +$80.4K | 0.08% | 64 |
|
|
2022
Q2 | $288K | Sell |
1,707
-19
| -1% | -$3.32K | 0.06% | 72 |
|
|
2022
Q1 | $312K | Buy |
1,726
+19
| +1% | +$3.33K | 0.06% | 73 |
|
|
2021
Q4 | $292K | Hold |
1,707
| – | – | 0.06% | 76 |
|
|
2021
Q3 | $280K | Hold |
1,707
| – | – | 0.06% | 74 |
|
|
2021
Q2 | $283K | Hold |
1,707
| – | – | 0.07% | 72 |
|
|
2021
Q1 | $273K | Hold |
1,707
| – | – | 0.07% | 68 |
|
|
2020
Q4 | $304K | Sell |
1,707
-110
| -6% | -$19.4K | 0.08% | 63 |
|
|
2020
Q3 | $322K | Sell |
1,817
-78
| -4% | -$14K | 0.1% | 57 |
|
|
2020
Q2 | $317K | Hold |
1,895
| – | – | 0.11% | 53 |
|
|
2020
Q1 | $281K | Hold |
1,895
| – | – | 0.09% | 55 |
|
|
2019
Q4 | $271K | Sell |
1,895
-210
| -10% | -$29.3K | 0.07% | 68 |
|
|
2019
Q3 | $292K | Hold |
2,105
| – | – | 0.08% | 61 |
|
|
2019
Q2 | $283K | Hold |
2,105
| – | – | 0.07% | 61 |
|
|
2019
Q1 | $257K | Hold |
2,105
| – | – | 0.07% | 59 |
|
|
2018
Q4 | $255K | Hold |
2,105
| – | – | 0.08% | 58 |
|
|
2018
Q3 | $237K | Sell |
2,105
-55
| -3% | -$6.31K | 0.06% | 60 |
|
|
2018
Q2 | $256K | Hold |
2,160
| – | – | 0.07% | 58 |
|
|
2018
Q1 | $272K | Buy |
+2,160
| New | +$272K | 0.08% | 55 |
|
|
2017
Q3 | – | Sell |
-2,160
| Closed | -$255K | – | 62 |
|
|
2017
Q2 | $255K | Hold |
2,160
| – | – | 0.09% | 57 |
|
|
2017
Q1 | $256K | Sell |
2,160
-100
| -4% | -$11.6K | 0.09% | 53 |
|
|
2016
Q4 | $248K | Sell |
2,260
-225
| -9% | -$26.1K | 0.1% | 52 |
|
|
2016
Q3 | $312K | Hold |
2,485
| – | – | 0.13% | 47 |
|
|
2016
Q2 | $314K | Hold |
2,485
| – | – | 0.15% | 45 |
|
|
2016
Q1 | $292K | Hold |
2,485
| – | – | 0.14% | 46 |
|
|
2015
Q4 | $252K | Hold |
2,485
| – | – | 0.12% | 47 |
|
|
2015
Q3 | $266K | Sell |
2,485
-25
| -1% | -$2.69K | 0.13% | 39 |
|
|
2015
Q2 | $282K | Hold |
2,510
| – | – | 0.14% | 39 |
|
|
2015
Q1 | $285K | Sell |
2,510
-710
| -22% | -$83K | 0.14% | 39 |
|
|
2014
Q4 | $366K | Sell |
3,220
-56
| -2% | -$6.46K | 0.19% | 33 |
|
|
2014
Q3 | $381K | Hold |
3,276
| – | – | 0.21% | 34 |
|
|
2014
Q2 | $419K | Buy |
3,276
+56
| +2% | +$6.96K | 0.24% | 33 |
|
|
2014
Q1 | $398K | Sell |
3,220
-90
| -3% | -$11.2K | 0.22% | 35 |
|
|
2013
Q4 | $384K | Sell |
3,310
-56
| -2% | -$6.88K | 0.22% | 39 |
|
|
2013
Q3 | $431K | Sell |
3,366
-200
| -6% | -$25.7K | 0.27% | 28 |
|
|
2013
Q2 | $425K | Buy |
+3,566
| New | +$488K | 0.27% | 27 |
|
Other funds holding GLD
Financial Advisory Group's GLD Position: Q2 2023 in Review
Financial Advisory Group sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 1,707 shares — an estimated $313K sold.
Financial Advisory Group first reported a position in GLD in Q2 2013 and held it in 38 quarters. The position peaked at $431K in Q3 2013. 1,901 funds tracked by Wall St. Rank hold GLD as of Q2 2023.
- Financial Advisory Group reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
- Financial Advisory Group sold 1,707 SPDR Gold Trust shares in Q2 2023, an estimated $313K.
- Financial Advisory Group first reported a position in SPDR Gold Trust in Q2 2013 and held it in 38 quarters.
- Financial Advisory Group's SPDR Gold Trust position peaked at $431K in Q3 2013.
- 1,901 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.
Based on Financial Advisory Group's 13F filing for Q2 2023, filed 9 Aug 2023.