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Quantum Financial Advisors, LLC → GLD
Quantum Financial Advisors, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
4
Latest value
$13.7M
Q3 2026
Peak value
$16.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.2M |
| Q1 2026 | $16.1M |
| Q2 2026 | $13.2M |
| Q3 2026 | $13.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.7M | 166.3K | — | — |
| Q2 2026 | $13.2M | 166.3K | — | — |
| Q1 2026 | $16.1M | 173.3K | — | — |
| Q4 2025 | $14.2M | 166.3K | — | — |