IA
IFP Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
20,740
+2,432
| +13% | +$741K | 0.18% | 119 |
|
|
2025
Q1 | $5.27M | Sell |
18,308
-5,993
| -25% | -$1.73M | 0.16% | 138 |
|
|
2024
Q4 | $5.88M | Buy |
24,301
+1,131
| +5% | +$274K | 0.19% | 108 |
|
|
2024
Q3 | $5.63M | Buy |
23,170
+7,731
| +50% | +$1.88M | 0.2% | 105 |
|
|
2024
Q2 | $3.32M | Buy |
15,439
+2,689
| +21% | +$578K | 0.13% | 156 |
|
|
2024
Q1 | $2.62M | Sell |
12,750
-3,092
| -20% | -$636K | 0.12% | 190 |
|
|
2023
Q4 | $3.03M | Sell |
15,842
-19,638
| -55% | -$3.75M | 0.14% | 151 |
|
|
2023
Q3 | $6.08M | Buy |
35,480
+200
| +0.6% | +$34.3K | 0.27% | 82 |
|
|
2023
Q2 | $6.29M | Buy |
35,280
+161
| +0.5% | +$28.7K | 0.26% | 80 |
|
|
2023
Q1 | $4.33M | Sell |
35,119
-4,765
| -12% | -$588K | 0.19% | 108 |
|
|
2022
Q4 | $5.02M | Sell |
39,884
-13,589
| -25% | -$1.71M | 0.13% | 147 |
|
|
2022
Q3 | $6.75M | Buy |
53,473
+583
| +1% | +$73.6K | 0.18% | 109 |
|
|
2022
Q2 | $6.65M | Hold |
52,890
| – | – | 0.21% | 103 |
|
|
2022
Q1 | $6.65M | Buy |
52,890
+21,632
| +69% | +$2.72M | 0.21% | 103 |
|
|
2021
Q4 | $5.39M | Sell |
31,258
-4,184
| -12% | -$722K | 0.11% | 106 |
|
|
2021
Q3 | $5.87M | Buy |
35,442
+4,690
| +15% | +$777K | 0.12% | 95 |
|
|
2021
Q2 | $5.06M | Buy |
30,752
+1,356
| +5% | +$223K | 0.1% | 113 |
|
|
2021
Q1 | $4.68M | Sell |
29,396
-33,634
| -53% | -$5.35M | 0.09% | 105 |
|
|
2020
Q4 | $11.2M | Sell |
63,030
-6,562
| -9% | -$1.17M | 0.46% | 32 |
|
|
2020
Q3 | $12.3M | Buy |
69,592
+14,037
| +25% | +$2.49M | 0.74% | 20 |
|
|
2020
Q2 | $9.22M | Buy |
55,555
+15,622
| +39% | +$2.59M | 0.73% | 21 |
|
|
2020
Q1 | $6.13M | Buy |
39,933
+10,443
| +35% | +$1.6M | 0.62% | 28 |
|
|
2019
Q4 | $4.2M | Sell |
29,490
-527
| -2% | -$75K | 0.32% | 70 |
|
|
2019
Q3 | $4.23M | Buy |
+30,017
| New | +$4.23M | 0.28% | 79 |
|
|
2019
Q1 | $2.47M | Sell |
20,347
-3,538
| -15% | -$429K | 0.34% | 66 |
|
|
2018
Q4 | $2.89M | Sell |
23,885
-6,440
| -21% | -$780K | 0.18% | 135 |
|
|
2018
Q3 | $3.42M | Sell |
30,325
-2,857
| -9% | -$322K | 0.14% | 170 |
|
|
2018
Q2 | $3.94M | Sell |
33,182
-1,627
| -5% | -$193K | 0.17% | 145 |
|
|
2018
Q1 | $4.3M | Hold |
34,809
| – | – | 0.2% | 116 |
|
|
2017
Q4 | $4.3M | Sell |
34,809
-13,724
| -28% | -$1.7M | 0.2% | 116 |
|
|
2017
Q3 | $5.9M | Buy |
48,533
+5,515
| +13% | +$671K | 0.23% | 88 |
|
|
2017
Q2 | $5.08M | Buy |
43,018
+747
| +2% | +$88.2K | 0.22% | 102 |
|
|
2017
Q1 | $5.02M | Buy |
42,271
+849
| +2% | +$101K | 0.22% | 102 |
|
|
2016
Q4 | $4.54M | Sell |
41,422
-13,677
| -25% | -$1.5M | 0.22% | 99 |
|
|
2016
Q3 | $6.92M | Buy |
55,099
+12,000
| +28% | +$1.51M | 0.36% | 56 |
|
|
2016
Q2 | $5.45M | Buy |
43,099
+22,752
| +112% | +$2.88M | 0.3% | 70 |
|
|
2016
Q1 | $2.47M | Buy |
20,347
+3,410
| +20% | +$414K | 0.34% | 66 |
|
|
2015
Q4 | $1.72M | Buy |
+16,937
| New | +$1.72M | 0.12% | 189 |
|