SHFA
SS&H Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
14,049
+3,200
| +29% | +$975K | 1.43% | 15 |
|
|
2025
Q1 | $3.13M | Hold |
10,849
| – | – | 1.17% | 22 |
|
|
2024
Q4 | $2.63M | Buy |
10,849
+200
| +2% | +$48.4K | 0.96% | 27 |
|
|
2024
Q3 | $2.59M | Hold |
10,649
| – | – | 0.94% | 30 |
|
|
2024
Q2 | $2.29M | Buy |
10,649
+250
| +2% | +$53.8K | 0.89% | 32 |
|
|
2024
Q1 | $2.14M | Hold |
10,399
| – | – | 0.89% | 33 |
|
|
2023
Q4 | $1.99M | Hold |
10,399
| – | – | 0.84% | 34 |
|
|
2023
Q3 | $1.78M | Buy |
+10,399
| New | +$1.78M | 0.83% | 36 |
|
|
2023
Q1 | $2.03M | Buy |
11,069
+200
| +2% | +$36.6K | 0.93% | 30 |
|
|
2022
Q4 | $1.84M | Buy |
10,869
+200
| +2% | +$33.9K | 0.88% | 34 |
|
|
2022
Q3 | $1.65M | Hold |
10,669
| – | – | 0.85% | 32 |
|
|
2022
Q2 | $1.8M | Sell |
10,669
-250
| -2% | -$42.1K | 0.83% | 34 |
|
|
2022
Q1 | $1.97M | Buy |
+10,919
| New | +$1.97M | 0.77% | 39 |
|