IAA
Independent Advisor Alliance’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Buy |
108,816
+6,128
| +6% | +$1.87M | 0.96% | 17 |
|
|
2025
Q1 | $29.6M | Buy |
102,688
+13,842
| +16% | +$3.99M | 0.98% | 18 |
|
|
2024
Q4 | $21.5M | Sell |
88,846
-1,140
| -1% | -$276K | 0.28% | 77 |
|
|
2024
Q3 | $21.9M | Buy |
89,986
+14,587
| +19% | +$3.55M | 0.8% | 24 |
|
|
2024
Q2 | $16.2M | Sell |
75,399
-1,738
| -2% | -$374K | 0.56% | 35 |
|
|
2024
Q1 | $15.9M | Sell |
77,137
-20,937
| -21% | -$4.31M | 0.57% | 35 |
|
|
2023
Q4 | $18.7M | Buy |
98,074
+23,883
| +32% | +$4.57M | 0.68% | 33 |
|
|
2023
Q3 | $12.7M | Sell |
74,191
-3,548
| -5% | -$608K | 0.58% | 35 |
|
|
2023
Q2 | $13.9M | Sell |
77,739
-4,440
| -5% | -$792K | 0.61% | 34 |
|
|
2023
Q1 | $15.1M | Buy |
82,179
+32,844
| +67% | +$6.02M | 0.73% | 30 |
|
|
2022
Q4 | $348K | Sell |
49,335
-2,483
| -5% | -$17.5K | 0.12% | 103 |
|
|
2022
Q3 | $8.02M | Sell |
51,818
-13,638
| -21% | -$2.11M | 0.47% | 50 |
|
|
2022
Q2 | $11M | Buy |
65,456
+186
| +0.3% | +$31.3K | 0.62% | 40 |
|
|
2022
Q1 | $11.8M | Buy |
65,270
+4,278
| +7% | +$773K | 0.57% | 39 |
|
|
2021
Q4 | $10.4M | Buy |
60,992
+8,206
| +16% | +$1.4M | 0.51% | 49 |
|
|
2021
Q3 | $8.67M | Sell |
52,786
-8,583
| -14% | -$1.41M | 0.48% | 53 |
|
|
2021
Q2 | $10.2M | Buy |
61,369
+9,827
| +19% | +$1.63M | 0.56% | 39 |
|
|
2021
Q1 | $8.25M | Buy |
51,542
+10,063
| +24% | +$1.61M | 0.49% | 52 |
|
|
2020
Q4 | $7.4M | Sell |
41,479
-28,627
| -41% | -$5.11M | 0.5% | 49 |
|
|
2020
Q3 | $12.4M | Buy |
70,106
+29,292
| +72% | +$5.19M | 0.94% | 22 |
|
|
2020
Q2 | $6.83M | Buy |
40,814
+9,519
| +30% | +$1.59M | 0.73% | 26 |
|
|
2020
Q1 | $4.63M | Buy |
31,295
+10,299
| +49% | +$1.52M | 0.67% | 32 |
|
|
2019
Q4 | $3M | Sell |
20,996
-59,034
| -74% | -$8.44M | 0.13% | 173 |
|
|
2019
Q3 | $11.1M | Buy |
80,030
+69,584
| +666% | +$9.66M | 1.36% | 16 |
|
|
2019
Q2 | $1.39M | Sell |
10,446
-7,446
| -42% | -$992K | 0.2% | 104 |
|
|
2019
Q1 | $2.18M | Buy |
17,892
+11,525
| +181% | +$1.41M | 0.31% | 77 |
|
|
2018
Q4 | $772K | Buy |
6,367
+41
| +0.6% | +$4.97K | 0.14% | 150 |
|
|
2018
Q3 | $600K | Buy |
6,326
+140
| +2% | +$13.3K | 0.11% | 163 |
|
|
2018
Q2 | $619K | Sell |
6,186
-379
| -6% | -$37.9K | 0.13% | 160 |
|
|
2018
Q1 | $835K | Sell |
6,565
-647
| -9% | -$82.3K | 0.19% | 130 |
|
|
2017
Q4 | $904K | Sell |
7,212
-331
| -4% | -$41.5K | 0.2% | 125 |
|
|
2017
Q3 | $921K | Sell |
7,543
-1,064
| -12% | -$130K | 0.25% | 99 |
|
|
2017
Q2 | $994K | Buy |
8,607
+245
| +3% | +$28.3K | 0.32% | 90 |
|
|
2017
Q1 | $1M | Buy |
8,362
+635
| +8% | +$75.9K | 0.16% | 162 |
|
|
2016
Q4 | $889K | Buy |
+7,727
| New | +$889K | 0.38% | 77 |
|