Institutional & Family Asset Management, LLC / GQ9
Institutional & Family Asset Management, LLC’s Spdr Gold Tr Position
Does Institutional & Family Asset Management, LLC own Spdr Gold Tr (GQ9)? Yes — 51.6K shares worth $11M (+1.69% of its 13F portfolio) as of Q2 2024, up from 7.0K shares the prior filed quarter.
Position Value
$11M
Q2 2024
Shares
51.6K
% of Portfolio
+1.69%
Quarters Held
23
currently held
Position History GQ9
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 51.6K | $11M | +1.69% |
| Q1 2024 | 7.0K | $1M | +0.23% |
| Q4 2023 | 6.3K | $1M | +0.20% |
| Q3 2023 | 58.5K | $10M | +1.64% |
| Q2 2023 | 55.9K | $10M | +1.62% |
| Q1 2023 | 10.9K | $2M | +0.33% |
| Q4 2022 | 5.8K | $988,832 | +0.16% |
| Q3 2022 | 69.3K | $11M | +1.90% |
| Q2 2022 | 69.9K | $12M | +2.03% |
| Q1 2022 | 70.0K | $13M | +1.98% |
| Q4 2021 | 67.1K | $11M | +1.79% |
| Q3 2021 | 69.8K | $11M | +1.83% |
| Q2 2021 | 66.3K | $11M | +1.81% |
| Q1 2021 | 55.6K | $9M | +1.72% |
| Q4 2020 | 60.3K | $11M | +2.26% |
| Q3 2020 | 66.9K | $12M | +2.76% |
| Q2 2020 | 74.4K | $12M | +2.58% |
| Q1 2020 | 76.0K | $11M | +2.59% |
| Q4 2019 | 78.2K | $11M | +2.36% |
| Q3 2019 | 77.3K | $11M | +2.36% |
| Q2 2019 | 83.0K | $11M | +2.39% |
| Q1 2019 | 82.6K | $10M | +2.12% |
| Q4 2018 | 83.6K | $10M | +2.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Institutional & Family Asset Management, LLC’s full portfolio or all institutional holders of GQ9.