PFA
Pathway 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 | $210K | Buy |
+690
| New | +$210K | 0.03% | 126 |
|
2022
Q1 | – | Sell |
-4,500
| Closed | -$756K | – | 146 |
|
2021
Q4 | $756K | Buy |
+4,500
| New | +$756K | 0.27% | 46 |
|
2020
Q4 | – | Sell |
-4,000
| Closed | -$715K | – | 118 |
|
2020
Q3 | $715K | Buy |
+4,000
| New | +$715K | 0.28% | 37 |
|
2020
Q1 | – | Sell |
-6,727
| Closed | -$987K | – | 104 |
|
2019
Q4 | $987K | Sell |
6,727
-1,000
| -13% | -$147K | 0.28% | 39 |
|
2019
Q3 | $1.06M | Buy |
7,727
+2,637
| +52% | +$362K | 0.3% | 37 |
|
2019
Q2 | $678K | Buy |
5,090
+2,013
| +65% | +$268K | 0.2% | 45 |
|
2019
Q1 | $375K | Sell |
3,077
-700
| -19% | -$85.3K | 0.12% | 63 |
|
2018
Q4 | $458K | Hold |
3,777
| – | – | 0.26% | 55 |
|
2018
Q3 | $459K | Buy |
3,777
+850
| +29% | +$103K | 0.25% | 55 |
|
2018
Q2 | $347K | Hold |
2,927
| – | – | 0.2% | 57 |
|
2018
Q1 | $368K | Hold |
2,927
| – | – | 0.21% | 55 |
|
2017
Q4 | $362K | Buy |
+2,927
| New | +$362K | 0.21% | 56 |
|