LFASL
Lugano Financial Advisors SA (LFA)’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
28,797
+1,532
| +6% | +$467K | 5.2% | 4 |
|
|
2025
Q1 | $7.86M | Sell |
27,265
-101
| -0.4% | -$29.1K | 5.34% | 2 |
|
|
2024
Q4 | $6.63M | Buy |
27,366
+540
| +2% | +$131K | 4.33% | 3 |
|
|
2024
Q3 | $6.52M | Buy |
26,826
+903
| +3% | +$219K | 4.43% | 2 |
|
|
2024
Q2 | $5.57M | Buy |
25,923
+6
| +0% | +$1.29K | 4.25% | 2 |
|
|
2024
Q1 | $5.33M | Buy |
25,917
+1,363
| +6% | +$280K | 3.88% | 3 |
|
|
2023
Q4 | $4.69M | Buy |
24,554
+1,786
| +8% | +$341K | 3.69% | 3 |
|
|
2023
Q3 | $3.9M | Sell |
22,768
-137
| -0.6% | -$23.5K | 3.34% | 8 |
|
|
2023
Q2 | $4.08M | Buy |
22,905
+3,293
| +17% | +$587K | 2.72% | 11 |
|
|
2023
Q1 | $3.59M | Sell |
19,612
-448
| -2% | -$82.1K | 2.72% | 14 |
|
|
2022
Q4 | $3.4M | Sell |
20,060
-1,068
| -5% | -$181K | 2.52% | 13 |
|
|
2022
Q3 | $3.27M | Sell |
21,128
-719
| -3% | -$111K | 2.57% | 13 |
|
|
2022
Q2 | $3.68M | Sell |
21,847
-10,335
| -32% | -$1.74M | 2.57% | 13 |
|
|
2022
Q1 | $5.81M | Sell |
32,182
-18,516
| -37% | -$3.35M | 3.89% | 7 |
|
|
2021
Q4 | $8.67M | Sell |
50,698
-20,164
| -28% | -$3.45M | 5% | 5 |
|
|
2021
Q3 | $11.6M | Buy |
70,862
+338
| +0.5% | +$55.5K | 7.64% | 2 |
|
|
2021
Q2 | $11.7M | Buy |
70,524
+794
| +1% | +$132K | 7.35% | 2 |
|
|
2021
Q1 | $11.2M | Buy |
69,730
+60,658
| +669% | +$9.7M | 7.8% | 1 |
|
|
2020
Q4 | $1.62M | Buy |
9,072
+376
| +4% | +$67.1K | 1.25% | 23 |
|
|
2020
Q3 | $1.61M | Hold |
8,696
| – | – | 1.49% | 19 |
|
|
2020
Q2 | $1.45M | Sell |
8,696
-20,566
| -70% | -$3.42M | 1.53% | 19 |
|
|
2020
Q1 | $4.37M | Sell |
29,262
-5,031
| -15% | -$751K | 3.93% | 6 |
|
|
2019
Q4 | $4.9M | Buy |
+34,293
| New | +$4.9M | 3.58% | 7 |
|
|
2019
Q2 | $5.32M | Buy |
39,978
+962
| +2% | +$128K | 3.3% | 9 |
|
|
2019
Q1 | $4.76M | Buy |
39,016
+38,136
| +4,334% | +$4.65M | 2.85% | 10 |
|
|
2018
Q4 | $99K | Hold |
880
| – | – | 0.07% | 110 |
|
|
2018
Q3 | $99K | Buy |
+880
| New | +$99K | 0.07% | 110 |
|