HAFS
Hapanowicz & Associates Financial Services’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
1,535
+28
| +2% | +$8.54K | 0.24% | 21 |
|
|
2025
Q1 | $434K | Buy |
1,507
+11
| +0.7% | +$3.17K | 0.24% | 21 |
|
|
2024
Q4 | $362K | Buy |
1,496
+182
| +14% | +$44.1K | 0.18% | 23 |
|
|
2024
Q3 | $319K | Hold |
1,314
| – | – | 0.16% | 23 |
|
|
2024
Q2 | $283K | Buy |
1,314
+183
| +16% | +$39.3K | 0.16% | 22 |
|
|
2024
Q1 | $233K | Hold |
1,131
| – | – | 0.13% | 26 |
|
|
2023
Q4 | $216K | Buy |
+1,131
| New | +$216K | 0.13% | 30 |
|
|
2023
Q1 | – | Sell |
-1,279
| Closed | -$217K | – | 30 |
|
|
2022
Q4 | $217K | Buy |
+1,279
| New | +$217K | 0.16% | 25 |
|
|
2022
Q3 | – | Sell |
-1,285
| Closed | -$216K | – | 29 |
|
|
2022
Q2 | $216K | Hold |
1,285
| – | – | 0.17% | 25 |
|
|
2022
Q1 | $232K | Hold |
1,285
| – | – | 0.11% | 21 |
|
|
2021
Q4 | $220K | Buy |
+1,285
| New | +$220K | 0.1% | 30 |
|