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AGH Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

AGH Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.26M Buy
17,256
+3,153
+22% +$961K 4.34% 6
2025
Q1 		$4.06M Buy
14,103
+2,411
+21% +$695K 3.92% 7
2024
Q4 		$2.83M Buy
+11,692
New +$2.83M 2.62% 10