Atria Wealth Solutions’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
2025 Q2	$18.7M	Sell	61,297 -88,202	-59%	-$26.7M	0.42%	44
2025 Q1	$43.1M	Buy	149,499 +1,653	+1%	+$437K	0.52%	30
2024 Q4	$35.8M	Sell	147,846 -47,538	-24%	-$11.7M	0.39%	45
2024 Q3	$47.5M	Buy	195,384 +16,200	+9%	+$3.71M	0.52%	31
2024 Q2	$38.5M	Buy	179,184 +46,146	+35%	+$9.98M	0.43%	39
2024 Q1	$27.4M	Sell	133,038 -2,954	-2%	-$567K	0.31%	60
2023 Q4	$26M	Buy	135,992 +21,041	+18%	+$3.86M	0.33%	58
2023 Q3	$19.7M	Sell	114,951 -48,026	-29%	-$8.59M	0.28%	80
2023 Q2	$29.1M	Buy	162,977 +14,943	+10%	+$2.75M	0.4%	43
2023 Q1	$27.1M	Buy	148,034 +43,068	+41%	+$7.58M	0.4%	44
2022 Q4	$17.8M	Sell	104,966 -1,781	-2%	-$287K	0.29%	83
2022 Q3	$16.5M	Sell	106,747 -9,360	-8%	-$1.51M	0.29%	80
2022 Q2	$19.6M	Buy	116,107 +21,343	+23%	+$3.73M	0.39%	64
2022 Q1	$17.1M	Buy	+94,764	New	+$16.6M	0.28%	75