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Leading Edge Financial Planning LLC → GLD
Leading Edge Financial Planning LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.9M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 25.1K | — | — |
| Q2 2026 | $1.9M | 23.4K | — | — |
| Q1 2026 | $1.7M | 18.4K | — | — |
| Q4 2025 | $1.7M | 19.5K | — | — |
| Q3 2025 | $1.6M | 21.6K | — | — |