PIA
Perennial 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 | $2.12M | Buy |
6,970
+252
| +4% | +$76.8K | 0.21% | 98 |
|
2025
Q1 | $1.94M | Sell |
6,718
-22
| -0.3% | -$6.34K | 0.22% | 87 |
|
2024
Q4 | $1.63M | Buy |
6,740
+318
| +5% | +$77K | 0.19% | 93 |
|
2024
Q3 | $1.56M | Buy |
6,422
+214
| +3% | +$52K | 0.2% | 87 |
|
2024
Q2 | $1.33M | Hold |
6,208
| – | – | 0.19% | 89 |
|
2024
Q1 | $1.28M | Sell |
6,208
-770
| -11% | -$158K | 0.19% | 89 |
|
2023
Q4 | $1.33M | Sell |
6,978
-930
| -12% | -$178K | 0.22% | 85 |
|
2023
Q3 | $1.36M | Sell |
7,908
-703
| -8% | -$121K | 0.24% | 83 |
|
2023
Q2 | $1.54M | Buy |
8,611
+198
| +2% | +$35.3K | 0.27% | 75 |
|
2023
Q1 | $1.54M | Buy |
8,413
+3,613
| +75% | +$662K | 0.29% | 76 |
|
2022
Q4 | $814K | Sell |
4,800
-418
| -8% | -$70.9K | 0.33% | 59 |
|
2022
Q3 | $807K | Buy |
5,218
+195
| +4% | +$30.2K | 0.37% | 56 |
|
2022
Q2 | $845K | Sell |
5,023
-74
| -1% | -$12.4K | 0.33% | 61 |
|
2022
Q1 | $920K | Buy |
5,097
+30
| +0.6% | +$5.42K | 0.29% | 69 |
|
2021
Q4 | $870K | Buy |
5,067
+3,407
| +205% | +$585K | 0.27% | 77 |
|
2021
Q3 | $273K | Buy |
1,660
+185
| +13% | +$30.4K | 0.1% | 173 |
|
2021
Q2 | $244K | Buy |
+1,475
| New | +$244K | 0.09% | 178 |
|
2021
Q1 | – | Sell |
-1,345
| Closed | -$240K | – | 207 |
|
2020
Q4 | $240K | Sell |
1,345
-20
| -1% | -$3.57K | 0.1% | 141 |
|
2020
Q3 | $243K | Buy |
+1,365
| New | +$243K | 0.12% | 124 |
|
2020
Q1 | – | Sell |
-1,825
| Closed | -$261K | – | 128 |
|
2019
Q4 | $261K | Buy |
+1,825
| New | +$261K | 0.21% | 104 |
|