Blue Zone Wealth Advisors’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
$428K Sell
1,405
-50
-3% -$15.2K 0.11% 76
2025
Q1
$419K Sell
1,455
-60
-4% -$17.3K 0.12% 75
2024
Q4
$367K Hold
1,515
0.11% 80
2024
Q3
$368K Sell
1,515
-130
-8% -$31.6K 0.11% 75
2024
Q2
$354K Buy
+1,645
New +$354K 0.12% 70