SFP
Sterling Financial Planning’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
12,904
-1,019
| -7% | -$311K | 1.31% | 22 |
|
|
2025
Q1 | $4.01M | Sell |
13,923
-706
| -5% | -$203K | 1.45% | 22 |
|
|
2024
Q4 | $3.54M | Sell |
14,629
-519
| -3% | -$126K | 1.3% | 24 |
|
|
2024
Q3 | $3.68M | Sell |
15,148
-272
| -2% | -$66.1K | 1.36% | 21 |
|
|
2024
Q2 | $3.32M | Sell |
15,420
-356
| -2% | -$76.5K | 1.35% | 22 |
|
|
2024
Q1 | $3.25M | Sell |
15,776
-256
| -2% | -$52.7K | 1.31% | 22 |
|
|
2023
Q4 | $3.06M | Sell |
16,032
-531
| -3% | -$102K | 1.33% | 23 |
|
|
2023
Q3 | $2.84M | Sell |
16,563
-281
| -2% | -$48.2K | 1.45% | 20 |
|
|
2023
Q2 | $3M | Sell |
16,844
-532
| -3% | -$94.8K | 1.49% | 20 |
|
|
2023
Q1 | $3.18M | Sell |
17,376
-797
| -4% | -$146K | 1.73% | 17 |
|
|
2022
Q4 | $3.08M | Sell |
18,173
-303
| -2% | -$51.4K | 1.84% | 15 |
|
|
2022
Q3 | $2.86M | Sell |
18,476
-92
| -0.5% | -$14.2K | 2% | 14 |
|
|
2022
Q2 | $3.13M | Sell |
18,568
-644
| -3% | -$108K | 2.2% | 14 |
|
|
2022
Q1 | $3.47M | Sell |
19,212
-154
| -0.8% | -$27.8K | 2.19% | 15 |
|
|
2021
Q4 | $3.31M | Buy |
19,366
+649
| +3% | +$111K | 2.07% | 15 |
|
|
2021
Q3 | $3.07M | Buy |
18,717
+78
| +0.4% | +$12.8K | 1.96% | 15 |
|
|
2021
Q2 | $3.09M | Buy |
18,639
+767
| +4% | +$127K | 2% | 15 |
|
|
2021
Q1 | $2.86M | Buy |
17,872
+2,015
| +13% | +$322K | 2.04% | 14 |
|
|
2020
Q4 | $2.83M | Buy |
+15,857
| New | +$2.83M | 2.28% | 12 |
|