FIA
Foundations 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 | $72.2M | Sell |
236,863
-33,821
| -12% | -$10.3M | 1.14% | 19 |
|
|
2025
Q1 | $78M | Sell |
270,684
-2,128
| -0.8% | -$613K | 1.44% | 12 |
|
|
2024
Q4 | $66.1M | Buy |
272,812
+14,691
| +6% | +$3.56M | 1.27% | 18 |
|
|
2024
Q3 | $62.7M | Buy |
258,121
+32,159
| +14% | +$7.82M | 1.32% | 18 |
|
|
2024
Q2 | $48.6M | Sell |
225,962
-9,101
| -4% | -$1.96M | 1.18% | 20 |
|
|
2024
Q1 | $43.2M | Buy |
235,063
+47,011
| +25% | +$8.63M | 1.13% | 21 |
|
|
2023
Q4 | $35.8M | Sell |
188,052
-56,755
| -23% | -$10.8M | 0.96% | 25 |
|
|
2023
Q3 | $42M | Buy |
244,807
+4,290
| +2% | +$736K | 1.29% | 18 |
|
|
2023
Q2 | $42.9M | Sell |
240,517
-4,442
| -2% | -$792K | 1.42% | 17 |
|
|
2023
Q1 | $44.9M | Buy |
244,959
+38,691
| +19% | +$7.09M | 1.6% | 12 |
|
|
2022
Q4 | $35M | Buy |
206,268
+8,949
| +5% | +$1.52M | 1.39% | 12 |
|
|
2022
Q3 | $30.5M | Buy |
197,319
+16,237
| +9% | +$2.51M | 1.33% | 11 |
|
|
2022
Q2 | $29.4M | Buy |
181,082
+33,507
| +23% | +$5.43M | 1.23% | 11 |
|
|
2022
Q1 | $27.2M | Buy |
147,575
+103,976
| +238% | +$19.1M | 1.05% | 11 |
|
|
2021
Q4 | $7.44M | Buy |
43,599
+41,972
| +2,580% | +$7.17M | 0.28% | 28 |
|
|
2021
Q3 | $268K | Sell |
1,627
-663
| -29% | -$109K | 0.01% | 270 |
|
|
2021
Q2 | $387K | Buy |
2,290
+829
| +57% | +$140K | 0.02% | 201 |
|
|
2021
Q1 | $238K | Buy |
1,461
+239
| +20% | +$38.9K | 0.01% | 196 |
|
|
2020
Q4 | $212K | Sell |
1,222
-6,227
| -84% | -$1.08M | 0.01% | 178 |
|
|
2020
Q3 | $1.33M | Buy |
+7,449
| New | +$1.33M | 0.29% | 53 |
|
|
2020
Q2 | – | Sell |
-757,258
| Closed | -$113M | – | 167 |
|
|
2020
Q1 | $113M | Buy |
757,258
+737,837
| +3,799% | +$110M | 13.11% | 4 |
|
|
2019
Q4 | $2.86M | Sell |
19,421
-289,483
| -94% | -$42.7M | 0.35% | 25 |
|
|
2019
Q3 | $43.8M | Buy |
308,904
+304,917
| +7,648% | +$43.3M | 5.75% | 8 |
|
|
2019
Q2 | $533K | Sell |
3,987
-326,465
| -99% | -$43.6M | 0.08% | 80 |
|
|
2019
Q1 | $40.3M | Buy |
330,452
+214,316
| +185% | +$26.1M | 7% | 6 |
|
|
2018
Q4 | $14.4M | Buy |
116,136
+77,421
| +200% | +$9.62M | 3.05% | 11 |
|
|
2018
Q3 | $4.37M | Buy |
38,715
+4,183
| +12% | +$472K | 1.06% | 21 |
|
|
2018
Q2 | $4.1M | Buy |
+34,532
| New | +$4.1M | 1.09% | 23 |
|