Ownership history in Plan Group Financial, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in SPDR GOLD SHARES ETF (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 | 17,124 | +2,741 | +19.1% | 1.76% | $6.8M | $396.31 |
| 2025 Q3 | ADDED | 14,383 | +2,792 | +24.1% | 1.37% | $5.1M | $355.47 |
| 2025 Q2 | REDUCED | 11,591 | -4,568 | -28.3% | 1.16% | $3.5M | $304.83 |
| 2025 Q1 | ADDED | 16,159 | +10,364 | +178.8% | 1.66% | $4.7M | $288.14 |
| 2024 Q4 | ADDED | 5,795 | +616 | +11.9% | 0.74% | $1.4M | $242.13 |
| 2024 Q3 | REDUCED | 5,179 | -38 | -0.7% | 0.66% | $1.3M | $243.06 |
| 2024 Q2 | REDUCED | 5,217 | -4,390 | -45.7% | 0.69% | $1.1M | $215.01 |
| 2024 Q1 | ADDED | 9,607 | +84 | +0.9% | 1.30% | $2.0M | $205.72 |
| 2023 Q4 | REDUCED | 9,523 | -919 | -8.8% | 1.60% | $1.8M | $191.17 |
| 2023 Q3 | REDUCED | 10,442 | -2,149 | -17.1% | 1.29% | $1.8M | $171.45 |
As of 2025 Q4 — sorted by position size