Ball & Co Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.9M	Buy	58,869 +23,356	+66%	+$7.12M	19.12%	3
2025 Q1	$10.2M	Sell	35,513 -25	-0.1%	-$7.2K	10.97%	4
2024 Q4	$8.61M	Buy	+35,538	New	+$8.61M	6.85%	6