Ownership history in Christopher J. Hasenberg, Inc Β· 7 quarters on record
This page tracks every 13F SEC filing in which Christopher J. Hasenberg, Inc reported a position in SPDR GOLD SHARES (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Christopher J. Hasenberg, Inc outperformed the S&P 500 by +18.3% annually on this GLD position. Timing score: 40% (2/5 decisions correct). Average cost basis: $216.34. Maximum drawdown during holding period: β0.4%.
π₯ Exceptional β beat the S&P 500 by 18.3% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $205.72 (2024 Q1) Β· Worst: $243.06 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size