Brandywine Oak Private Wealth’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
2026 Q1	$2.48M	Buy	5,766 +104	+2%	+$46.6K	0.21%	60
2025 Q4	$2.24M	Sell	5,662 -38	-0.7%	-$14.5K	0.19%	63
2025 Q3	$2.03M	Buy	5,700 +97	+2%	+$30.9K	0.18%	65
2025 Q2	$1.71M	Buy	5,603 +487	+10%	+$147K	0.16%	71
2025 Q1	$1.47M	Sell	5,116 -56	-1%	-$14.8K	0.14%	76
2024 Q4	$1.25M	Sell	5,172 -416	-7%	-$102K	0.12%	89
2024 Q3	$1.36M	Buy	5,588 +250	+5%	+$57.3K	0.13%	82
2024 Q2	$1.15M	Buy	5,338 +7	+0.1%	+$1.51K	0.12%	92
2024 Q1	$1.1M	Hold	5,331	–	–	0.11%	93
2023 Q4	$1.02M	Buy	5,331 +100	+2%	+$18.3K	0.11%	93
2023 Q3	$897K	Hold	5,231	–	–	0.11%	96
2023 Q2	$933K	Hold	5,231	–	–	0.1%	100
2023 Q1	$958K	Buy	5,231 +190	+4%	+$33.4K	0.11%	94
2022 Q4	$855K	Hold	5,041	–	–	0.11%	103
2022 Q3	$779K	Sell	5,041 -960	-16%	-$154K	0.11%	114
2022 Q2	$1.01M	Buy	6,001 +400	+7%	+$69.9K	0.13%	106
2022 Q1	$1.01M	Buy	5,601 +77	+1%	+$13.5K	0.12%	124
2021 Q4	$944K	Sell	5,524 -252	-4%	-$42.3K	0.1%	138
2021 Q3	$948K	Sell	5,776 -705	-11%	-$118K	0.11%	132
2021 Q2	$1.07M	Buy	+6,481	New	+$1.1M	0.13%	118
2019 Q1	–	Sell	-375	Closed	-$45K	–	368
2018 Q4	$45K	Buy	+375	New	+$43.6K	0.01%	375