Ballast Inc’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
$515K Buy
1,689
+394
+30% +$120K 0.21% 92
2025
Q1
$373K Hold
1,295
0.11% 97
2024
Q4
$314K Hold
1,295
0.09% 104
2024
Q3
$315K Hold
1,295
0.09% 106
2024
Q2
$278K Buy
1,295
+45
+4% +$9.68K 0.09% 109
2024
Q1
$257K Hold
1,250
0.08% 108
2023
Q4
$239K Buy
+1,250
New +$239K 0.08% 111