Bright Financial 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
$18.5M Sell
60,734
-354
-0.6% -$108K 10.27% 2
2025
Q1
$17.6M Buy
61,088
+1,174
+2% +$338K 10.81% 2
2024
Q4
$14.5M Sell
59,914
-618
-1% -$150K 9.12% 3
2024
Q3
$14.7M Sell
60,532
-539
-0.9% -$131K 9.36% 2
2024
Q2
$13.1M Buy
61,071
+1,170
+2% +$252K 9.27% 2
2024
Q1
$12.9M Buy
+59,901
New +$12.9M 9.61% 3