RIA
Regal 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 | $5.65M | Buy |
18,535
+1,595
| +9% | +$486K | 0.42% | 63 |
|
|
2025
Q1 | $4.88M | Sell |
16,940
-577
| -3% | -$166K | 0.39% | 72 |
|
|
2024
Q4 | $4.24M | Sell |
17,517
-824
| -4% | -$200K | 0.32% | 90 |
|
|
2024
Q3 | $4.46M | Sell |
18,341
-55
| -0.3% | -$13.4K | 0.31% | 97 |
|
|
2024
Q2 | $3.96M | Buy |
18,396
+663
| +4% | +$143K | 0.26% | 107 |
|
|
2024
Q1 | $3.65M | Sell |
17,733
-98
| -0.5% | -$20.2K | 0.25% | 117 |
|
|
2023
Q4 | $3.41M | Buy |
17,831
+355
| +2% | +$67.9K | 0.26% | 116 |
|
|
2023
Q3 | $3M | Sell |
17,476
-275
| -2% | -$47.2K | 0.25% | 112 |
|
|
2023
Q2 | $3.16M | Buy |
17,751
+913
| +5% | +$163K | 0.27% | 101 |
|
|
2023
Q1 | $3.09M | Buy |
16,838
+4,597
| +38% | +$842K | 0.27% | 103 |
|
|
2022
Q4 | $2.08M | Sell |
12,241
-1,724
| -12% | -$292K | 0.2% | 124 |
|
|
2022
Q3 | $2.16M | Sell |
13,965
-2,014
| -13% | -$312K | 0.23% | 112 |
|
|
2022
Q2 | $2.69M | Sell |
15,979
-682
| -4% | -$115K | 0.28% | 93 |
|
|
2022
Q1 | $3.01M | Buy |
16,661
+3,610
| +28% | +$652K | 0.28% | 95 |
|
|
2021
Q4 | $2.23M | Buy |
13,051
+202
| +2% | +$34.5K | 0.2% | 117 |
|
|
2021
Q3 | $2.11M | Sell |
12,849
-2,314
| -15% | -$380K | 0.2% | 125 |
|
|
2021
Q2 | $2.51M | Buy |
+15,163
| New | +$2.51M | 0.25% | 96 |
|
|
2021
Q1 | – | Sell |
-22,895
| Closed | -$4.08M | – | 187 |
|
|
2020
Q4 | $4.08M | Buy |
+22,895
| New | +$4.08M | 0.46% | 56 |
|
|
2020
Q3 | – | Sell |
-23,312
| Closed | -$3.9M | – | 97 |
|
|
2020
Q2 | $3.9M | Buy |
+23,312
| New | +$3.9M | 0.72% | 35 |
|
|
2020
Q1 | – | Sell |
-22,227
| Closed | -$3.18M | – | 133 |
|
|
2019
Q4 | $3.18M | Buy |
22,227
+1,270
| +6% | +$181K | 0.57% | 50 |
|
|
2019
Q3 | $2.91M | Buy |
20,957
+7,417
| +55% | +$1.03M | 0.57% | 46 |
|
|
2019
Q2 | $1.8M | Sell |
13,540
-4,275
| -24% | -$570K | 0.35% | 93 |
|
|
2019
Q1 | $2.17M | Buy |
17,815
+6,265
| +54% | +$765K | 0.44% | 68 |
|
|
2018
Q4 | $1.4M | Sell |
11,550
-978
| -8% | -$119K | 0.31% | 97 |
|
|
2018
Q3 | $1.41M | Buy |
12,528
+847
| +7% | +$95.5K | 0.3% | 108 |
|
|
2018
Q2 | $1.39M | Sell |
11,681
-3,111
| -21% | -$369K | 0.42% | 85 |
|
|
2018
Q1 | $1.86M | Buy |
14,792
+5,262
| +55% | +$662K | 0.41% | 77 |
|
|
2017
Q4 | $1.18M | Sell |
9,530
-1,655
| -15% | -$205K | 0.26% | 109 |
|
|
2017
Q3 | $1.36M | Buy |
11,185
+3,048
| +37% | +$371K | 0.32% | 102 |
|
|
2017
Q2 | $960K | Buy |
8,137
+874
| +12% | +$103K | 0.24% | 117 |
|
|
2017
Q1 | $862K | Sell |
7,263
-3,166
| -30% | -$376K | 0.22% | 119 |
|
|
2016
Q4 | $1.14M | Sell |
10,429
-3,032
| -23% | -$332K | 0.32% | 99 |
|
|
2016
Q3 | $1.69M | Buy |
13,461
+6,282
| +88% | +$789K | 0.48% | 73 |
|
|
2016
Q2 | $908K | Sell |
7,179
-17,521
| -71% | -$2.22M | 0.25% | 112 |
|
|
2016
Q1 | $2.91M | Buy |
24,700
+19,050
| +337% | +$2.24M | 0.79% | 47 |
|
|
2015
Q4 | $573K | Sell |
5,650
-927
| -14% | -$94K | 0.15% | 142 |
|
|
2015
Q3 | $702K | Buy |
6,577
+488
| +8% | +$52.1K | 0.18% | 128 |
|
|
2015
Q2 | $684K | Sell |
6,089
-6,828
| -53% | -$767K | 0.19% | 124 |
|
|
2015
Q1 | $1.47M | Buy |
12,917
+8,228
| +175% | +$935K | 0.36% | 84 |
|
|
2014
Q4 | $533K | Sell |
4,689
-11,054
| -70% | -$1.26M | 0.14% | 141 |
|
|
2014
Q3 | $1.83M | Buy |
15,743
+10,597
| +206% | +$1.23M | 0.55% | 63 |
|
|
2014
Q2 | $659K | Buy |
5,146
+271
| +6% | +$34.7K | 0.23% | 105 |
|
|
2014
Q1 | $603K | Buy |
4,875
+1,438
| +42% | +$178K | 0.26% | 102 |
|
|
2013
Q4 | $399K | Sell |
3,437
-2,290
| -40% | -$266K | 0.23% | 117 |
|
|
2013
Q3 | $734K | Buy |
5,727
+928
| +19% | +$119K | 0.43% | 87 |
|
|
2013
Q2 | $572K | Buy |
+4,799
| New | +$572K | 0.32% | 102 |
|