KCFA
Key Client Fiduciary Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $470K | Buy |
1,542
+65
| +4% | +$19.8K | 0.19% | 114 |
|
2025
Q1 | $426K | Buy |
1,477
+7
| +0.5% | +$2.02K | 0.19% | 114 |
|
2024
Q4 | $356K | Hold |
1,470
| – | – | 0.16% | 128 |
|
2024
Q3 | $357K | Buy |
1,470
+129
| +10% | +$31.4K | 0.16% | 130 |
|
2024
Q2 | $288K | Hold |
1,341
| – | – | 0.14% | 142 |
|
2024
Q1 | $276K | Buy |
+1,341
| New | +$276K | 0.15% | 144 |
|