MYIA
Mount Yale 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 | $6.62M | Buy |
21,719
+186
| +0.9% | +$56.7K | 0.52% | 30 |
|
|
2025
Q1 | $6.2M | Buy |
21,533
+1,191
| +6% | +$343K | 0.53% | 26 |
|
|
2024
Q4 | $4.93M | Buy |
20,342
+842
| +4% | +$204K | 0.4% | 42 |
|
|
2024
Q3 | $4.74M | Sell |
19,500
-1,215
| -6% | -$295K | 0.46% | 50 |
|
|
2024
Q2 | $4.45M | Buy |
20,715
+310
| +2% | +$66.7K | 0.35% | 59 |
|
|
2024
Q1 | $4.2M | Buy |
20,405
+488
| +2% | +$100K | 0.32% | 70 |
|
|
2023
Q4 | $3.81M | Sell |
19,917
-118
| -0.6% | -$22.6K | 0.36% | 66 |
|
|
2023
Q3 | $3.44M | Sell |
20,035
-105
| -0.5% | -$18K | 0.37% | 61 |
|
|
2023
Q2 | $3.59M | Sell |
20,140
-121
| -0.6% | -$21.6K | 0.38% | 59 |
|
|
2023
Q1 | $3.71M | Sell |
20,261
-19
| -0.1% | -$3.48K | 0.42% | 55 |
|
|
2022
Q4 | $3.44M | Hold |
20,280
| – | – | 0.39% | 68 |
|
|
2022
Q3 | $3.14M | Buy |
20,280
+138
| +0.7% | +$21.3K | 0.42% | 59 |
|
|
2022
Q2 | $3.39M | Buy |
20,142
+1,003
| +5% | +$169K | 0.43% | 56 |
|
|
2022
Q1 | $3.46M | Sell |
19,139
-43
| -0.2% | -$7.77K | 0.38% | 59 |
|
|
2021
Q4 | $3.28M | Buy |
19,182
+334
| +2% | +$57.1K | 0.34% | 70 |
|
|
2021
Q3 | $3.1M | Buy |
18,848
+1,003
| +6% | +$165K | 0.36% | 69 |
|
|
2021
Q2 | $2.96M | Sell |
17,845
-2,097
| -11% | -$347K | 0.36% | 69 |
|
|
2021
Q1 | $3.19M | Buy |
19,942
+1,705
| +9% | +$273K | 0.42% | 59 |
|
|
2020
Q4 | $3.25M | Sell |
18,237
-284
| -2% | -$50.7K | 0.46% | 60 |
|
|
2020
Q3 | $3.28M | Sell |
18,521
-1,207
| -6% | -$214K | 0.47% | 51 |
|
|
2020
Q2 | $3.3M | Buy |
+19,728
| New | +$3.3M | 0.59% | 45 |
|