POIA
Pin Oak 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 | $1.92M | Buy |
6,669
+328
| +5% | +$94.5K | 1.63% | 15 |
|
|
2025
Q1 | $1.89M | Buy |
6,341
+456
| +8% | +$136K | 1.44% | 18 |
|
|
2024
Q4 | $1.43M | Hold |
5,885
| – | – | 1.3% | 17 |
|
|
2024
Q3 | $1.43M | Buy |
5,885
+188
| +3% | +$45.7K | 1.3% | 17 |
|
|
2024
Q2 | $1.23M | Buy |
5,697
+33
| +0.6% | +$7.1K | 1.17% | 20 |
|
|
2024
Q1 | $1.17M | Hold |
5,664
| – | – | 1.12% | 19 |
|
|
2023
Q4 | $1.08M | Buy |
5,664
+540
| +11% | +$103K | 1.1% | 19 |
|
|
2023
Q3 | $879K | Hold |
5,124
| – | – | 0.99% | 24 |
|
|
2023
Q2 | $913K | Hold |
5,124
| – | – | 1.01% | 22 |
|
|
2023
Q1 | $939K | Hold |
5,124
| – | – | 1.16% | 21 |
|
|
2022
Q4 | $869K | Sell |
5,124
-317
| -6% | -$53.8K | 1.07% | 26 |
|
|
2022
Q3 | $842K | Hold |
5,441
| – | – | 1.06% | 27 |
|
|
2022
Q2 | $917K | Buy |
5,441
+145
| +3% | +$24.4K | 1.12% | 26 |
|
|
2022
Q1 | $957K | Buy |
5,296
+190
| +4% | +$34.3K | 1.02% | 28 |
|
|
2021
Q4 | $873K | Hold |
5,106
| – | – | 0.88% | 28 |
|
|
2021
Q3 | $839K | Buy |
+5,106
| New | +$839K | 0.93% | 29 |
|
|
2021
Q2 | – | Sell |
-6,365
| Closed | -$1.02M | – | 410 |
|
|
2021
Q1 | $1.02M | Sell |
6,365
-85
| -1% | -$13.6K | 0.87% | 37 |
|
|
2020
Q4 | $1.15M | Buy |
6,450
+65
| +1% | +$11.6K | 0.95% | 36 |
|
|
2020
Q3 | $1.13M | Buy |
6,385
+23
| +0.4% | +$4.07K | 1.09% | 32 |
|
|
2020
Q2 | $1.07M | Sell |
6,362
-165
| -3% | -$27.6K | 0.99% | 36 |
|
|
2020
Q1 | $966K | Sell |
6,527
-93
| -1% | -$13.8K | 1.01% | 40 |
|
|
2019
Q4 | $946K | Buy |
6,620
+93
| +1% | +$13.3K | 0.76% | 42 |
|
|
2019
Q3 | $906K | Hold |
6,527
| – | – | 0.74% | 45 |
|
|
2019
Q2 | $869K | Hold |
6,527
| – | – | 0.68% | 51 |
|
|
2019
Q1 | $796K | Buy |
6,527
+349
| +6% | +$42.6K | 0.64% | 53 |
|
|
2018
Q4 | $749K | Buy |
6,178
+202
| +3% | +$24.5K | 0.66% | 53 |
|
|
2018
Q3 | $674K | Sell |
5,976
-286
| -5% | -$32.3K | 0.51% | 54 |
|
|
2018
Q2 | $743K | Buy |
6,262
+106
| +2% | +$12.6K | 0.55% | 55 |
|
|
2018
Q1 | $774K | Hold |
6,156
| – | – | 0.63% | 50 |
|
|
2017
Q4 | $761K | Buy |
+6,156
| New | +$761K | 0.58% | 53 |
|