Ownership history in Diversify Advisory Services, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in SPDR GOLD TR (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 198,084 | +1,301 | +0.7% | 2.64% | $83.5M | $396.31 |
| 2025 Q3 | REDUCED | 196,783 | -49,185 | -20.0% | 2.44% | $72.6M | $355.47 |
| 2025 Q2 | REDUCED | 245,968 | -21,680 | -8.1% | 2.90% | $75.8M | $304.83 |
| 2025 Q1 | ADDED | 267,648 | +28,293 | +11.8% | 5.12% | $81.9M | $288.14 |
| 2024 Q4 | ADDED | 239,355 | +195,520 | +446.0% | 3.28% | $59.4M | $242.13 |
| 2024 Q3 | ADDED | 43,835 | +3,557 | +8.8% | 0.60% | $11.1M | $243.06 |
| 2024 Q2 | ADDED | 40,278 | +4,973 | +14.1% | 0.48% | $8.8M | $215.01 |
| 2024 Q1 | INITIATED | 35,305 | — | — | 0.43% | $7.3M | — |
As of 2025 Q4 — sorted by position size