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Concurrent Investment Advisors, LLC → GLD

Concurrent Investment Advisors, LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
17
Latest value
$1.3M
Q3 2026
Peak value
$79.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$46.3M
Q3 2025$509K
Q4 2025$53.8M
Q4 2025$1.4M
Q4 2025$19K
Q4 2025$669K
Q1 2026$26.7M
Q1 2026$79.7M
Q1 2026$4M
Q1 2026$3.2M
Q2 2026$9M
Q2 2026$42M
Q2 2026$821K
Q2 2026$71K
Q3 2026$3K
Q3 2026$54.7M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M15.3K——
Q3 2026$54.7M143.6K——
Q3 2026$3K9——
Q2 2026$71K892——
Q2 2026$821K10.3K——
Q2 2026$42M114.0K——
Q2 2026$9M24.4K——
Q1 2026$3.2M34.6K——
Q1 2026$4M42.9K——
Q1 2026$79.7M185.2K——
Q1 2026$26.7M62.0K——
Q4 2025$669K7.8K——
Q4 2025$19K218——
Q4 2025$1.4M3.5K——
Q4 2025$53.8M135.6K——
Q3 2025$509K6.7K——
Q3 2025$46.3M130.2K——

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