Acorn Financial Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$653K	Sell	1,518 -65	-4%	-$29.1K	0.09%	100
2025 Q4	$627K	Hold	1,583	–	–	0.09%	105
2025 Q3	$563K	Buy	1,583 +416	+36%	+$133K	0.09%	109
2025 Q2	$356K	Buy	+1,167	New	+$353K	0.06%	140
2025 Q1	–	Sell	-833	Closed	-$202K	–	200
2024 Q4	$202K	Buy	+833	New	+$205K	0.03%	201
2021 Q3	–	Sell	-2,308	Closed	-$383K	–	225
2021 Q2	$383K	Buy	2,308 +14	+0.6%	+$2.38K	0.11%	168
2021 Q1	$367K	Sell	2,294 -61	-3%	-$10.3K	0.13%	146
2020 Q4	$421K	Buy	2,355 +1,018	+76%	+$179K	0.17%	139
2020 Q3	$238K	Buy	1,337 +92	+7%	+$16.5K	0.12%	184
2020 Q2	$209K	Sell	1,245 -5,577	-82%	-$899K	0.15%	181
2020 Q1	$1.01M	Buy	+6,822	New	+$1.02M	1%	23