Centerpoint Advisors’s SPDR Gold Trust GLD Stock Holding History

Centerpoint Advisors’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$516K	Sell	1,199 -381	-24%	-$171K	0.17%	49
2025 Q4	$626K	Buy	1,580 +80	+5%	+$30.6K	0.19%	48
2025 Q3	$533K	Hold	1,500	–	–	0.17%	53
2025 Q2	$457K	Hold	1,500	–	–	0.16%	53
2025 Q1	$432K	Sell	1,500 -75	-5%	-$19.8K	0.16%	54
2024 Q4	$381K	Sell	1,575 -12	-0.8%	-$2.95K	0.13%	62
2024 Q3	$386K	Hold	1,587	–	–	0.13%	59
2024 Q2	$341K	Buy	1,587 +1,500	+1,724%	+$324K	0.12%	63
2024 Q1	$18K	Sell	87 -33	-28%	-$6.33K	0.01%	261
2023 Q4	$23K	Hold	120	–	–	0.01%	213
2023 Q3	$21K	Buy	120 +75	+167%	+$13.4K	0.01%	220
2023 Q2	$8K	Buy	45 +12	+36%	+$2.21K	﹤0.01%	354
2023 Q1	$6K	Hold	33	–	–	﹤0.01%	382
2022 Q4	$6K	Hold	33	–	–	﹤0.01%	341
2022 Q3	$5K	Buy	+33	New	+$5.31K	﹤0.01%	263
2020 Q1	–	Sell	-10	Closed	-$1K	–	256
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	258
2019 Q3	$1K	Buy	+10	New	+$1.39K	﹤0.01%	255

Other funds holding GLD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return