Regal Wealth Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $231K | Buy |
1,222
+29
| +2% | +$5.32K | 0.14% | 42 |
|
|
2023
Q3 | $205K | Hold |
1,193
| – | – | 0.14% | 42 |
|
|
2023
Q2 | $213K | Hold |
1,193
| – | – | 0.14% | 44 |
|
|
2023
Q1 | $221K | Hold |
1,193
| – | – | 0.16% | 46 |
|
|
2022
Q4 | $202K | Buy |
+1,193
| New | +$192K | 0.15% | 43 |
|
|
2022
Q3 | – | Sell |
-1,195
| Closed | -$201K | – | 45 |
|
|
2022
Q2 | $201K | Hold |
1,195
| – | – | 0.15% | 46 |
|
|
2022
Q1 | $218K | Hold |
1,195
| – | – | 0.14% | 48 |
|
|
2021
Q4 | $204K | Sell |
1,195
-100
| -8% | -$16.8K | 0.12% | 49 |
|
|
2021
Q3 | $213K | Buy |
+1,295
| New | +$217K | 0.13% | 48 |
|
|
2021
Q2 | – | Sell |
-372
| Closed | -$60K | – | 127 |
|
|
2021
Q1 | $60K | Hold |
372
| – | – | 0.04% | 87 |
|
|
2020
Q4 | $66K | Sell |
372
-110
| -23% | -$19.4K | 0.04% | 78 |
|
|
2020
Q3 | $85K | Buy |
482
+198
| +70% | +$35.6K | 0.07% | 65 |
|
|
2020
Q2 | $48K | Sell |
284
-206
| -42% | -$33.2K | 0.04% | 84 |
|
|
2020
Q1 | $73K | Sell |
490
-95
| -16% | -$14.1K | 0.07% | 59 |
|
|
2019
Q4 | $84K | Buy |
585
+2
| +0.3% | +$279 | 0.05% | 64 |
|
|
2019
Q3 | $81K | Hold |
583
| – | – | 0.06% | 60 |
|
|
2019
Q2 | $78K | Hold |
583
| – | – | 0.05% | 65 |
|
|
2019
Q1 | $71K | Buy |
583
+448
| +332% | +$55.2K | 0.05% | 66 |
|
|
2018
Q4 | $16K | Hold |
135
| – | – | 0.01% | 106 |
|
|
2018
Q3 | $15K | Hold |
135
| – | – | 0.01% | 110 |
|
|
2018
Q2 | $16K | Hold |
135
| – | – | 0.02% | 116 |
|
|
2018
Q1 | $17K | Hold |
135
| – | – | 0.01% | 111 |
|
|
2017
Q4 | $17K | Sell |
135
-479
| -78% | -$58.1K | 0.01% | 112 |
|
|
2017
Q3 | $75K | Hold |
614
| – | – | 0.06% | 62 |
|
|
2017
Q2 | $72K | Hold |
614
| – | – | 0.06% | 62 |
|
|
2017
Q1 | $73K | Hold |
614
| – | – | 0.06% | 61 |
|
|
2016
Q4 | $67K | Hold |
614
| – | – | 0.05% | 62 |
|
|
2016
Q3 | $77K | Hold |
614
| – | – | 0.07% | 51 |
|
|
2016
Q2 | $78K | Hold |
614
| – | – | 0.07% | 51 |
|
|
2016
Q1 | $72K | Hold |
614
| – | – | 0.07% | 54 |
|
|
2015
Q4 | $62K | Buy |
+614
| New | +$64.9K | 0.06% | 57 |
|
Other funds holding GLD
Regal Wealth Group's GLD Position: Q4 2023 in Review
Regal Wealth Group increased its SPDR Gold Trust (GLD) stake by 2.4% in Q4 2023, buying an estimated $5.32K and bringing the position to 1,222 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #42.
Regal Wealth Group first reported a position in GLD in Q4 2015 and has held it in 31 quarters since. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.
- Regal Wealth Group held 1,222 shares of SPDR Gold Trust worth $231K as of Q4 2023.
- Regal Wealth Group bought 29 SPDR Gold Trust shares in Q4 2023, an estimated $5.32K.
- SPDR Gold Trust made up 0.14% of Regal Wealth Group's portfolio in Q4 2023, its #42 holding.
- Regal Wealth Group first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 31 quarters since.
- 2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.
Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.