SF
Symphony Financial’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
+40,113
| New | +$12.4M | 1.63% | 16 |
|
|
2025
Q1 | – | Sell |
-29,760
| Closed | -$7.53M | – | 146 |
|
|
2024
Q4 | $7.53M | Buy |
29,760
+49
| +0.2% | +$12.4K | 1.18% | 24 |
|
|
2024
Q3 | $7.28M | Buy |
29,711
+1,845
| +7% | +$452K | 1.2% | 23 |
|
|
2024
Q2 | $5.99M | Sell |
27,866
-742
| -3% | -$160K | 1.09% | 26 |
|
|
2024
Q1 | $5.89M | Sell |
28,608
-73
| -0.3% | -$15K | 1.37% | 22 |
|
|
2023
Q4 | $5.39M | Sell |
28,681
-19,572
| -41% | -$3.68M | 1.16% | 23 |
|
|
2023
Q3 | $8.19M | Buy |
48,253
+439
| +0.9% | +$74.5K | 2% | 13 |
|
|
2023
Q2 | $8.47M | Buy |
47,814
+384
| +0.8% | +$68K | 2.08% | 11 |
|
|
2023
Q1 | $8.74M | Buy |
47,430
+10,964
| +30% | +$2.02M | 2.26% | 11 |
|
|
2022
Q4 | $6.3M | Buy |
36,466
+1,594
| +5% | +$275K | 1.67% | 14 |
|
|
2022
Q3 | $5.39M | Buy |
34,872
+6,189
| +22% | +$957K | 1.76% | 16 |
|
|
2022
Q2 | $4.86M | Buy |
28,683
+553
| +2% | +$93.7K | 1.44% | 18 |
|
|
2022
Q1 | $5.07M | Buy |
28,130
+1,862
| +7% | +$336K | 1.19% | 21 |
|
|
2021
Q4 | $4.42M | Sell |
26,268
-1,653
| -6% | -$278K | 1.23% | 18 |
|
|
2021
Q3 | $4.5M | Buy |
27,921
+5,539
| +25% | +$894K | 1.57% | 14 |
|
|
2021
Q2 | $3.71M | Sell |
22,382
-127
| -0.6% | -$21K | 1.26% | 15 |
|
|
2021
Q1 | $3.67M | Sell |
22,509
-9,564
| -30% | -$1.56M | 0.97% | 21 |
|
|
2020
Q4 | $5.85M | Buy |
32,073
+3,045
| +10% | +$555K | 2.1% | 10 |
|
|
2020
Q3 | $5.14M | Buy |
29,028
+1,217
| +4% | +$216K | 2.1% | 9 |
|
|
2020
Q2 | $4.66M | Buy |
27,811
+4,087
| +17% | +$684K | 2.25% | 7 |
|
|
2020
Q1 | $3.63M | Buy |
+23,724
| New | +$3.63M | 2.5% | 6 |
|