KPWG
KFA Private Wealth Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
3,845
-47
| -1% | -$14.3K | 0.36% | 39 |
|
|
2025
Q1 | $1.12M | Buy |
3,892
+2,730
| +235% | +$787K | 0.39% | 34 |
|
|
2024
Q4 | $281K | Buy |
+1,162
| New | +$281K | 0.12% | 72 |
|
|
2024
Q2 | – | Sell |
-5,924
| Closed | -$1.22M | – | 85 |
|
|
2024
Q1 | $1.22M | Buy |
5,924
+370
| +7% | +$76.1K | 0.38% | 32 |
|
|
2023
Q4 | $1.06M | Sell |
5,554
-187
| -3% | -$35.8K | 0.38% | 30 |
|
|
2023
Q3 | $984K | Hold |
5,741
| – | – | 0.41% | 30 |
|
|
2023
Q2 | $1.02M | Buy |
5,741
+407
| +8% | +$72.6K | 0.42% | 31 |
|
|
2023
Q1 | $977K | Buy |
5,334
+104
| +2% | +$19.1K | 0.45% | 29 |
|
|
2022
Q4 | $887K | Buy |
5,230
+533
| +11% | +$90.4K | 0.45% | 30 |
|
|
2022
Q3 | $727K | Buy |
4,697
+70
| +2% | +$10.8K | 0.39% | 31 |
|
|
2022
Q2 | $780K | Sell |
4,627
-369
| -7% | -$62.2K | 0.43% | 33 |
|
|
2022
Q1 | $903K | Buy |
4,996
+389
| +8% | +$70.3K | 0.45% | 33 |
|
|
2021
Q4 | $788K | Sell |
4,607
-266
| -5% | -$45.5K | 0.39% | 30 |
|
|
2021
Q3 | $800K | Hold |
4,873
| – | – | 0.44% | 29 |
|
|
2021
Q2 | $807K | Buy |
4,873
+767
| +19% | +$127K | 0.44% | 29 |
|
|
2021
Q1 | $657K | Sell |
4,106
-7
| -0.2% | -$1.12K | 0.38% | 32 |
|
|
2020
Q4 | $734K | Sell |
4,113
-1,088
| -21% | -$194K | 0.47% | 31 |
|
|
2020
Q3 | $921K | Sell |
5,201
-333
| -6% | -$59K | 0.69% | 24 |
|
|
2020
Q2 | $926K | Buy |
5,534
+3,843
| +227% | +$643K | 0.89% | 22 |
|
|
2020
Q1 | $250K | Sell |
1,691
-9
| -0.5% | -$1.33K | 0.3% | 42 |
|
|
2019
Q4 | $243K | Buy |
+1,700
| New | +$243K | 0.22% | 45 |
|