Schechter Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $550K | Hold |
1,909
| – | – | 0.05% | 342 |
|
|
2024
Q4 | $462K | Hold |
1,909
| – | – | 0.04% | 400 |
|
|
2024
Q3 | $464K | Sell |
1,909
-800
| -30% | -$194K | 0.03% | 416 |
|
|
2024
Q2 | $582K | Buy |
2,709
+263
| +11% | +$56.5K | 0.04% | 340 |
|
|
2024
Q1 | $503K | Buy |
2,446
+537
| +28% | +$110K | 0.04% | 372 |
|
|
2023
Q4 | $365K | Buy |
1,909
+400
| +27% | +$76.5K | 0.03% | 417 |
|
|
2023
Q3 | $259K | Hold |
1,509
| – | – | 0.03% | 486 |
|
|
2023
Q2 | $269K | Sell |
1,509
-488
| -24% | -$87K | 0.02% | 513 |
|
|
2023
Q1 | $366K | Buy |
1,997
+488
| +32% | +$89.4K | 0.03% | 482 |
|
|
2022
Q4 | $256K | Hold |
1,509
| – | – | 0.02% | 682 |
|
|
2022
Q3 | $233K | Sell |
1,509
-250
| -14% | -$38.6K | 0.02% | 788 |
|
|
2022
Q2 | $296K | Buy |
1,759
+250
| +17% | +$42.1K | 0.03% | 713 |
|
|
2022
Q1 | $273K | Buy |
+1,509
| New | +$273K | 0.03% | 736 |
|