SFG
Sovereign Financial Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
6,456
-15
| -0.2% | -$4.57K | 0.41% | 43 |
|
|
2025
Q1 | $1.86M | Sell |
6,471
-9
| -0.1% | -$2.59K | 0.43% | 44 |
|
|
2024
Q4 | $1.57M | Sell |
6,480
-380
| -6% | -$92K | 0.36% | 54 |
|
|
2024
Q3 | $1.67M | Buy |
6,860
+114
| +2% | +$27.7K | 0.39% | 48 |
|
|
2024
Q2 | $1.45M | Sell |
6,746
-15
| -0.2% | -$3.23K | 0.36% | 52 |
|
|
2024
Q1 | $1.39M | Buy |
6,761
+684
| +11% | +$141K | 0.37% | 53 |
|
|
2023
Q4 | $1.16M | Sell |
6,077
-437
| -7% | -$83.5K | 0.35% | 57 |
|
|
2023
Q3 | $1.12M | Sell |
6,514
-1,362
| -17% | -$234K | 0.4% | 53 |
|
|
2023
Q2 | $1.4M | Buy |
7,876
+2,307
| +41% | +$411K | 0.46% | 50 |
|
|
2023
Q1 | $1.02M | Buy |
5,569
+236
| +4% | +$43.2K | 0.38% | 68 |
|
|
2022
Q4 | $905K | Buy |
5,333
+220
| +4% | +$37.3K | 0.36% | 76 |
|
|
2022
Q3 | $791K | Buy |
5,113
+485
| +10% | +$75K | 0.32% | 76 |
|
|
2022
Q2 | $780K | Sell |
4,628
-48
| -1% | -$8.09K | 0.31% | 82 |
|
|
2022
Q1 | $845K | Buy |
4,676
+543
| +13% | +$98.1K | 0.31% | 81 |
|
|
2021
Q4 | $707K | Sell |
4,133
-110
| -3% | -$18.8K | 0.28% | 92 |
|
|
2021
Q3 | $697K | Sell |
4,243
-25
| -0.6% | -$4.11K | 0.4% | 59 |
|
|
2021
Q2 | $683K | Hold |
4,268
| – | – | 0.41% | 56 |
|
|
2021
Q1 | $683K | Buy |
4,268
+270
| +7% | +$43.2K | 0.43% | 54 |
|
|
2020
Q4 | $713K | Buy |
+3,998
| New | +$713K | 0.51% | 48 |
|