LFA
Legacy Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Buy |
3,137
+203
| +7% | +$61.9K | 0.15% | 111 |
|
|
2025
Q1 | $845K | Buy |
2,934
+361
| +14% | +$104K | 0.14% | 121 |
|
|
2024
Q4 | $623K | Sell |
2,573
-16
| -0.6% | -$3.87K | 0.1% | 167 |
|
|
2024
Q3 | $629K | Buy |
2,589
+1,445
| +126% | +$351K | 0.11% | 163 |
|
|
2024
Q2 | $246K | Buy |
+1,144
| New | +$246K | 0.04% | 291 |
|
|
2022
Q3 | – | Sell |
-2,298
| Closed | -$387K | – | 229 |
|
|
2022
Q2 | $387K | Hold |
2,298
| – | – | 0.1% | 117 |
|
|
2022
Q1 | $415K | Buy |
+2,298
| New | +$415K | 0.09% | 121 |
|
|
2019
Q2 | – | Sell |
-58
| Closed | -$7K | – | 422 |
|
|
2019
Q1 | $7K | Hold |
58
| – | – | ﹤0.01% | 691 |
|
|
2018
Q4 | $7K | Hold |
58
| – | – | ﹤0.01% | 650 |
|
|
2018
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $7K | Sell |
58
-12
| -17% | -$1.45K | ﹤0.01% | 625 |
|
|
2018
Q1 | $8K | Hold |
70
| – | – | ﹤0.01% | 530 |
|
|
2017
Q4 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 531 |
|