FGA
Fortis Group Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
36,099
-10,187
| -22% | -$3.09M | 1.99% | 9 |
|
|
2025
Q1 | $13.3M | Sell |
46,286
-78
| -0.2% | -$22.5K | 2.59% | 5 |
|
|
2024
Q4 | $11.2M | Sell |
46,364
-19,599
| -30% | -$4.75M | 2.09% | 9 |
|
|
2024
Q3 | $16M | Buy |
65,963
+13,022
| +25% | +$3.17M | 2.96% | 6 |
|
|
2024
Q2 | $11.4M | Sell |
52,941
-13,687
| -21% | -$2.94M | 2.26% | 11 |
|
|
2024
Q1 | $13.7M | Sell |
66,628
-85,031
| -56% | -$17.5M | 2.52% | 8 |
|
|
2023
Q4 | $27.8M | Buy |
151,659
+698
| +0.5% | +$128K | 6.88% | 3 |
|
|
2023
Q3 | $27.7M | Sell |
150,961
-14,109
| -9% | -$2.58M | 8.47% | 2 |
|
|
2023
Q2 | $29.4M | Sell |
165,070
-8,229
| -5% | -$1.47M | 7.81% | 2 |
|
|
2023
Q1 | $32M | Buy |
+173,299
| New | +$32M | 9.66% | 2 |
|
|
2020
Q3 | $32.7M | Buy |
+184,792
| New | +$32.7M | 6.35% | 4 |
|