Ownership history in SS&H Financial Advisors, Inc. Β· 15 quarters on record
This page tracks every 13F SEC filing in which SS&H Financial Advisors, 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 SS&H Financial Advisors, Inc. outperformed the S&P 500 by +9.8% annually on this GLD position. Timing score: 57% (4/7 decisions correct). Average cost basis: $208.66. Maximum drawdown during holding period: β14.4%.
π₯ Exceptional β beat the S&P 500 by 9.8% per year on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $180.65 (2022 Q1) Β· Worst: $304.83 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 1 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π SS&H Financial Advisors, Inc. has been actively increasing its GLD allocation β a bullish signal from insiders.
Currently 1.62% 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