RIS
Retirement Income Solutions’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,758
-162
| -3% | -$49.4K | 0.27% | 41 |
|
|
2025
Q1 | $1.42M | Hold |
4,920
| – | – | 0.3% | 38 |
|
|
2024
Q4 | $1.19M | Sell |
4,920
-94
| -2% | -$22.8K | 0.24% | 40 |
|
|
2024
Q3 | $1.22M | Hold |
5,014
| – | – | 0.28% | 39 |
|
|
2024
Q2 | $1.08M | Sell |
5,014
-466
| -9% | -$100K | 0.26% | 46 |
|
|
2024
Q1 | $1.13M | Sell |
5,480
-27
| -0.5% | -$5.55K | 0.26% | 46 |
|
|
2023
Q4 | $1.05M | Sell |
5,507
-43
| -0.8% | -$8.22K | 0.26% | 44 |
|
|
2023
Q3 | $952K | Hold |
5,550
| – | – | 0.27% | 45 |
|
|
2023
Q2 | $989K | Hold |
5,550
| – | – | 0.26% | 46 |
|
|
2023
Q1 | $1.02M | Sell |
5,550
-90
| -2% | -$16.5K | 0.3% | 43 |
|
|
2022
Q4 | $957K | Sell |
5,640
-302
| -5% | -$51.2K | 0.3% | 46 |
|
|
2022
Q3 | $919K | Hold |
5,942
| – | – | 0.33% | 37 |
|
|
2022
Q2 | $1M | Buy |
5,942
+280
| +5% | +$47.2K | 0.36% | 35 |
|
|
2022
Q1 | $1.02M | Sell |
5,662
-188
| -3% | -$34K | 0.28% | 35 |
|
|
2021
Q4 | $1M | Sell |
5,850
-3,101
| -35% | -$530K | 0.27% | 33 |
|
|
2021
Q3 | $1.47M | Sell |
8,951
-699
| -7% | -$115K | 0.49% | 27 |
|
|
2021
Q2 | $1.6M | Sell |
9,650
-969
| -9% | -$160K | 0.55% | 26 |
|
|
2021
Q1 | $1.7M | Sell |
10,619
-1,053
| -9% | -$168K | 0.59% | 25 |
|
|
2020
Q4 | $2.08M | Sell |
11,672
-316
| -3% | -$56.4K | 0.75% | 21 |
|
|
2020
Q3 | $2.12M | Buy |
11,988
+80
| +0.7% | +$14.2K | 0.94% | 20 |
|
|
2020
Q2 | $1.99M | Buy |
11,908
+3,125
| +36% | +$523K | 0.84% | 19 |
|
|
2020
Q1 | $1.3M | Buy |
8,783
+612
| +7% | +$90.6K | 0.73% | 17 |
|
|
2019
Q4 | $1.17M | Buy |
8,171
+300
| +4% | +$42.9K | 0.49% | 22 |
|
|
2019
Q3 | $1.09M | Buy |
7,871
+317
| +4% | +$44K | 0.58% | 18 |
|
|
2019
Q2 | $1.01M | Hold |
7,554
| – | – | 0.54% | 21 |
|
|
2019
Q1 | $922K | Sell |
7,554
-1,237
| -14% | -$151K | 0.53% | 18 |
|
|
2018
Q4 | $1.07M | Sell |
8,791
-860
| -9% | -$104K | 0.69% | 16 |
|
|
2018
Q3 | $1.09M | Sell |
9,651
-527
| -5% | -$59.4K | 0.61% | 16 |
|
|
2018
Q2 | $1.21M | Buy |
10,178
+1,514
| +17% | +$180K | 0.74% | 14 |
|
|
2018
Q1 | $1.09M | Buy |
8,664
+150
| +2% | +$18.9K | 0.67% | 14 |
|
|
2017
Q4 | $1.05M | Buy |
+8,514
| New | +$1.05M | 0.62% | 16 |
|