SFS
Summit Financial Strategies’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
10,425
+94
| +0.9% | +$28.7K | 0.29% | 33 |
|
|
2025
Q1 | $2.98M | Buy |
10,331
+251
| +2% | +$72.3K | 0.3% | 31 |
|
|
2024
Q4 | $2.44M | Hold |
10,080
| – | – | 0.27% | 37 |
|
|
2024
Q3 | $2.45M | Hold |
10,080
| – | – | 0.28% | 34 |
|
|
2024
Q2 | $2.17M | Buy |
10,080
+165
| +2% | +$35.5K | 0.27% | 34 |
|
|
2024
Q1 | $2.04M | Sell |
9,915
-31
| -0.3% | -$6.38K | 0.28% | 32 |
|
|
2023
Q4 | $1.9M | Buy |
9,946
+11
| +0.1% | +$2.1K | 0.29% | 32 |
|
|
2023
Q3 | $1.7M | Buy |
9,935
+1
| +0% | +$171 | 0.32% | 28 |
|
|
2023
Q2 | $1.77M | Hold |
9,934
| – | – | 0.33% | 28 |
|
|
2023
Q1 | $1.82M | Hold |
9,934
| – | – | 0.36% | 28 |
|
|
2022
Q4 | $1.69M | Hold |
9,934
| – | – | 0.36% | 27 |
|
|
2022
Q3 | $1.54M | Hold |
9,934
| – | – | 0.36% | 26 |
|
|
2022
Q2 | $1.67M | Buy |
9,934
+177
| +2% | +$29.8K | 0.39% | 24 |
|
|
2022
Q1 | $1.76M | Sell |
9,757
-965
| -9% | -$174K | 0.35% | 22 |
|
|
2021
Q4 | $1.83M | Hold |
10,722
| – | – | 0.35% | 22 |
|
|
2021
Q3 | $1.76M | Buy |
10,722
+25
| +0.2% | +$4.11K | 0.34% | 22 |
|
|
2021
Q2 | $1.77M | Buy |
+10,697
| New | +$1.77M | 0.35% | 22 |
|
|
2015
Q1 | – | Sell |
-13,144
| Closed | -$1.49M | – | 43 |
|
|
2014
Q4 | $1.49M | Buy |
+13,144
| New | +$1.49M | 1.21% | 13 |
|