IFS
Intelligent Financial Strategies’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Hold |
775
| – | – | 0.13% | 35 |
|
2025
Q1 | $223K | Hold |
775
| – | – | 0.12% | 36 |
|
2024
Q4 | $188K | Hold |
775
| – | – | 0.1% | 38 |
|
2024
Q3 | $188K | Hold |
775
| – | – | 0.1% | 38 |
|
2024
Q2 | $167K | Hold |
775
| – | – | 0.1% | 40 |
|
2024
Q1 | $159K | Sell |
775
-265
| -25% | -$54.5K | 0.1% | 42 |
|
2023
Q4 | $199K | Hold |
1,040
| – | – | 0.14% | 41 |
|
2023
Q3 | $178K | Hold |
1,040
| – | – | 0.13% | 42 |
|
2023
Q2 | $185K | Hold |
1,040
| – | – | 0.14% | 42 |
|
2023
Q1 | $191K | Hold |
1,040
| – | – | 0.15% | 43 |
|
2022
Q4 | $176K | Sell |
1,040
-235
| -18% | -$39.9K | 0.15% | 44 |
|
2022
Q3 | $197K | Sell |
1,275
-122
| -9% | -$18.9K | 0.21% | 46 |
|
2022
Q2 | $235K | Hold |
1,397
| – | – | 0.24% | 45 |
|
2022
Q1 | $252K | Hold |
1,397
| – | – | 0.25% | 43 |
|
2021
Q4 | $239K | Buy |
+1,397
| New | +$239K | 0.22% | 45 |
|