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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

GLD holding history

SPDR Gold Trust in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q1 2024 holdings

Shares (Q1 2024)
2,639
Value
$542.9K
% of portfolio
0.2%
Quarters held
13
Since Q1 2021
Holdings of GLD by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20242,639$542.9K0.2%−956−26.6%ReducedHolders
Q4 20233,595$687.3K0.3%−2,150−37.4%ReducedHolders
Q3 20235,745$985.0K0.4%−5,625−49.5%ReducedHolders
Q2 202311,370$2.03M0.8%+10,688+1,567.2%AddedHolders
Q1 2023682$125.0K0.1%00.0%UnchangedHolders
Q4 2022682$116.0K0.1%00.0%UnchangedHolders
Q3 2022682$105.0K0.1%00.0%UnchangedHolders
Q2 2022682$115.0K<0.1%+50+7.9%AddedHolders
Q1 2022632$114.0K<0.1%−9,917−94.0%ReducedHolders
Q4 202110,549$1.80M0.8%+908+9.4%AddedHolders
Q3 20219,641$1.58M0.7%+300+3.2%AddedHolders
Q2 20219,341$1.55M0.7%+4,134+79.4%AddedHolders
Q1 20215,207$833.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.