KFS
Kelly 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 | $319K | Buy |
1,047
+20
| +2% | +$6.1K | 0.09% | 83 |
|
|
2025
Q1 | $296K | Sell |
1,027
-384
| -27% | -$111K | 0.1% | 83 |
|
|
2024
Q4 | $342K | Sell |
1,411
-735
| -34% | -$178K | 0.12% | 75 |
|
|
2024
Q3 | $521K | Buy |
2,146
+522
| +32% | +$127K | 0.19% | 62 |
|
|
2024
Q2 | $349K | Sell |
1,624
-1,048
| -39% | -$225K | 0.12% | 76 |
|
|
2024
Q1 | $550K | Sell |
2,672
-200
| -7% | -$41.1K | 0.21% | 60 |
|
|
2023
Q4 | $549K | Sell |
2,872
-131
| -4% | -$25K | 0.22% | 53 |
|
|
2023
Q3 | $515K | Buy |
3,003
+103
| +4% | +$17.7K | 0.24% | 52 |
|
|
2023
Q2 | $517K | Buy |
2,900
+1,400
| +93% | +$250K | 0.24% | 50 |
|
|
2023
Q1 | $275K | Buy |
1,500
+1,180
| +369% | +$216K | 0.14% | 73 |
|
|
2022
Q4 | $54.3K | Sell |
320
-83
| -21% | -$14.1K | 0.03% | 161 |
|
|
2022
Q3 | $62.3K | Sell |
403
-1,870
| -82% | -$289K | 0.04% | 137 |
|
|
2022
Q2 | $383K | Buy |
2,273
+48
| +2% | +$8.09K | 0.2% | 57 |
|
|
2022
Q1 | $402K | Buy |
2,225
+1,154
| +108% | +$208K | 0.18% | 53 |
|
|
2021
Q4 | $183K | Buy |
1,071
+463
| +76% | +$79.2K | 0.08% | 83 |
|
|
2021
Q3 | $99.8K | Sell |
608
-124,940
| -100% | -$20.5M | 0.06% | 109 |
|
|
2021
Q2 | $758K | Buy |
125,548
+124,957
| +21,143% | +$754K | 0.03% | 139 |
|
|
2021
Q1 | $94.5K | Buy |
591
+212
| +56% | +$33.9K | 0.06% | 91 |
|
|
2020
Q4 | $67.6K | Buy |
379
+89
| +31% | +$15.9K | 0.05% | 97 |
|
|
2020
Q3 | $51.4K | Sell |
290
-71,070
| -100% | -$12.6M | 0.04% | 96 |
|
|
2020
Q2 | $11.9M | Sell |
71,360
-179
| -0.3% | -$30K | 9.27% | 4 |
|
|
2020
Q1 | $10.6M | Buy |
71,539
+71,357
| +39,207% | +$10.6M | 13.06% | 3 |
|
|
2019
Q4 | $26K | Buy |
182
+125
| +219% | +$17.9K | 0.02% | 133 |
|
|
2019
Q3 | $7.92K | Buy |
57
+37
| +185% | +$5.14K | 0.01% | 249 |
|
|
2019
Q2 | $2.66K | Hold |
20
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $2.44K | Buy |
+20
| New | +$2.44K | ﹤0.01% | 358 |
|