KFS
Kaizen 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 | $420K | Buy |
1,377
+200
| +17% | +$61K | 0.21% | 90 |
|
2025
Q1 | $339K | Sell |
1,177
-357
| -23% | -$103K | 0.2% | 94 |
|
2024
Q4 | $371K | Buy |
1,534
+22
| +1% | +$5.33K | 0.21% | 82 |
|
2024
Q3 | $368K | Sell |
1,512
-23
| -1% | -$5.59K | 0.21% | 79 |
|
2024
Q2 | $342K | Sell |
1,535
-572
| -27% | -$127K | 0.21% | 81 |
|
2024
Q1 | $433K | Buy |
2,107
+432
| +26% | +$88.9K | 0.29% | 64 |
|
2023
Q4 | $320K | Hold |
1,675
| – | – | 0.24% | 71 |
|
2023
Q3 | $287K | Hold |
1,675
| – | – | 0.24% | 70 |
|
2023
Q2 | $305K | Buy |
1,675
+200
| +14% | +$36.4K | 0.26% | 66 |
|
2023
Q1 | $270K | Sell |
1,475
-6,486
| -81% | -$1.19M | 0.27% | 67 |
|
2022
Q4 | $1.42M | Sell |
7,961
-595
| -7% | -$106K | 1.41% | 22 |
|
2022
Q3 | $1.32M | Buy |
8,556
+682
| +9% | +$105K | 1.34% | 22 |
|
2022
Q2 | $1.33M | Sell |
7,874
-115
| -1% | -$19.4K | 1.31% | 21 |
|
2022
Q1 | $1.44M | Buy |
7,989
+6,042
| +310% | +$1.09M | 1.13% | 25 |
|
2021
Q4 | $333K | Sell |
1,947
-553
| -22% | -$94.6K | 0.25% | 93 |
|
2021
Q3 | $411K | Buy |
+2,500
| New | +$411K | 0.33% | 80 |
|
2021
Q1 | $513K | Sell |
3,204
-8,154
| -72% | -$1.31M | 0.49% | 60 |
|
2020
Q4 | $2.03M | Buy |
+11,358
| New | +$2.03M | 2.25% | 10 |
|