SFA
Source Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.23M | Buy |
13,278
+133
| +1% | +$32.3K | 0.95% | 21 |
|
|
2024
Q2 | $2.83M | Buy |
13,145
+1,059
| +9% | +$228K | 0.87% | 22 |
|
|
2024
Q1 | $2.49M | Buy |
12,086
+1,255
| +12% | +$258K | 0.75% | 24 |
|
|
2023
Q4 | $2.07M | Buy |
10,831
+168
| +2% | +$32.1K | 0.64% | 30 |
|
|
2023
Q3 | $1.83M | Buy |
10,663
+5,612
| +111% | +$962K | 0.62% | 33 |
|
|
2023
Q2 | $900K | Sell |
5,051
-22
| -0.4% | -$3.92K | 0.3% | 52 |
|
|
2023
Q1 | $929K | Sell |
5,073
-1,580
| -24% | -$289K | 0.31% | 52 |
|
|
2022
Q4 | $1.13M | Buy |
6,653
+58
| +0.9% | +$9.84K | 0.42% | 45 |
|
|
2022
Q3 | $1.02M | Buy |
6,595
+18
| +0.3% | +$2.78K | 0.4% | 48 |
|
|
2022
Q2 | $1.11M | Sell |
6,577
-3,125
| -32% | -$526K | 0.43% | 50 |
|
|
2022
Q1 | $1.75M | Sell |
9,702
-5,021
| -34% | -$907K | 0.52% | 36 |
|
|
2021
Q4 | $2.52M | Buy |
14,723
+1,141
| +8% | +$195K | 0.68% | 32 |
|
|
2021
Q3 | $2.23M | Buy |
13,582
+373
| +3% | +$61.2K | 0.58% | 32 |
|
|
2021
Q2 | $2.19M | Buy |
13,209
+5,115
| +63% | +$847K | 0.56% | 32 |
|
|
2021
Q1 | $1.3M | Buy |
8,094
+836
| +12% | +$134K | 0.35% | 44 |
|
|
2020
Q4 | $1.3M | Buy |
+7,258
| New | +$1.3M | 0.35% | 43 |
|