LIA
LBMC Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
815
| – | – | 0.02% | 188 |
|
|
2025
Q1 | $235K | Buy |
+815
| New | +$235K | 0.02% | 183 |
|
|
2023
Q4 | – | Sell |
-2,767
| Closed | -$468K | – | 167 |
|
|
2023
Q3 | $468K | Hold |
2,767
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $493K | Sell |
2,767
-2,947
| -52% | -$525K | 0.05% | 96 |
|
|
2023
Q1 | $1.05M | Hold |
5,714
| – | – | 0.11% | 55 |
|
|
2022
Q4 | $969K | Hold |
5,714
| – | – | 0.1% | 59 |
|
|
2022
Q3 | $884K | Sell |
5,714
-380
| -6% | -$58.8K | 0.1% | 55 |
|
|
2022
Q2 | $1.03M | Hold |
6,094
| – | – | 0.11% | 51 |
|
|
2022
Q1 | $1.1M | Sell |
6,094
-1
| -0% | -$181 | 0.1% | 55 |
|
|
2021
Q4 | $1.04M | Sell |
6,095
-61,829
| -91% | -$10.6M | 0.09% | 63 |
|
|
2021
Q3 | $1K | Buy |
67,924
+60,994
| +880% | +$899 | 0.09% | 61 |
|
|
2021
Q2 | $1.15M | Buy |
6,930
+3,809
| +122% | +$631K | 0.11% | 54 |
|
|
2021
Q1 | $499K | Sell |
3,121
-613
| -16% | -$98K | 0.05% | 78 |
|
|
2020
Q4 | $666K | Sell |
3,734
-2,020
| -35% | -$360K | 0.08% | 61 |
|
|
2020
Q3 | $1.02M | Buy |
5,754
+3,780
| +191% | +$669K | 0.14% | 45 |
|
|
2020
Q2 | $330K | Hold |
1,974
| – | – | 0.05% | 73 |
|
|
2020
Q1 | $292K | Hold |
1,974
| – | – | 0.05% | 71 |
|
|
2019
Q4 | $282K | Hold |
1,974
| – | – | 0.04% | 78 |
|
|
2019
Q3 | $274K | Hold |
1,974
| – | – | 0.04% | 78 |
|
|
2019
Q2 | $263K | Buy |
+1,974
| New | +$263K | 0.04% | 83 |
|
|
2018
Q4 | – | Sell |
-7,628
| Closed | -$860K | – | 95 |
|
|
2018
Q3 | $860K | Sell |
7,628
-292
| -4% | -$32.9K | 0.14% | 36 |
|
|
2018
Q2 | $940K | Hold |
7,920
| – | – | 0.16% | 36 |
|
|
2018
Q1 | $996K | Hold |
7,920
| – | – | 0.17% | 35 |
|
|
2017
Q4 | $979K | Hold |
7,920
| – | – | 0.16% | 34 |
|
|
2017
Q3 | $963K | Buy |
7,920
+292
| +4% | +$35.5K | 0.17% | 32 |
|
|
2017
Q2 | $900K | Hold |
7,628
| – | – | 0.16% | 31 |
|
|
2017
Q1 | $906K | Hold |
7,628
| – | – | 0.16% | 32 |
|
|
2016
Q4 | $836K | Hold |
7,628
| – | – | 0.16% | 32 |
|
|
2016
Q3 | $958K | Hold |
7,628
| – | – | 0.18% | 31 |
|
|
2016
Q2 | $965K | Buy |
7,628
+18
| +0.2% | +$2.28K | 0.19% | 28 |
|
|
2016
Q1 | $895K | Hold |
7,610
| – | – | 0.19% | 26 |
|
|
2015
Q4 | $772K | Hold |
7,610
| – | – | 0.17% | 30 |
|
|
2015
Q3 | $813K | Hold |
7,610
| – | – | 0.18% | 28 |
|
|
2015
Q2 | $855K | Hold |
7,610
| – | – | 0.18% | 27 |
|
|
2015
Q1 | $865K | Hold |
7,610
| – | – | 0.19% | 27 |
|
|
2014
Q4 | $864K | Sell |
7,610
-600
| -7% | -$68.1K | 0.2% | 26 |
|
|
2014
Q3 | $954K | Hold |
8,210
| – | – | 0.23% | 23 |
|
|
2014
Q2 | $1.05M | Hold |
8,210
| – | – | 0.28% | 23 |
|
|
2014
Q1 | $1.02M | Hold |
8,210
| – | – | 0.26% | 23 |
|
|
2013
Q4 | $953K | Hold |
8,210
| – | – | 0.25% | 23 |
|
|
2013
Q3 | $1.05M | Hold |
8,210
| – | – | 0.31% | 24 |
|
|
2013
Q2 | $978K | Buy |
+8,210
| New | +$978K | 0.34% | 23 |
|