HPIA
Hamilton Point 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 | $830K | Buy |
2,724
+8
| +0.3% | +$2.44K | 0.14% | 80 |
|
2025
Q1 | $783K | Buy |
2,716
+587
| +28% | +$169K | 0.14% | 81 |
|
2024
Q4 | $515K | Buy |
2,129
+170
| +9% | +$41.2K | 0.09% | 89 |
|
2024
Q3 | $476K | Hold |
1,959
| – | – | 0.08% | 90 |
|
2024
Q2 | $421K | Hold |
1,959
| – | – | 0.08% | 90 |
|
2024
Q1 | $403K | Sell |
1,959
-133
| -6% | -$27.4K | 0.08% | 90 |
|
2023
Q4 | $400K | Buy |
2,092
+9
| +0.4% | +$1.72K | 0.08% | 97 |
|
2023
Q3 | $357K | Sell |
2,083
-5
| -0.2% | -$857 | 0.09% | 93 |
|
2023
Q2 | $372K | Sell |
2,088
-5,540
| -73% | -$988K | 0.09% | 94 |
|
2023
Q1 | $1.4M | Buy |
+7,628
| New | +$1.4M | 0.34% | 59 |
|