Crewe Advisors’s SPDR Gold Trust GLD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Hold	5,102	–	–	0.22%	53
2025 Q1	$1.47M	Hold	5,102	–	–	0.21%	46
2024 Q4	$1.24M	Hold	5,102	–	–	0.17%	49
2024 Q3	$1.24M	Hold	5,102	–	–	0.14%	50
2024 Q2	$1.1M	Buy	5,102 +205	+4%	+$44.1K	0.12%	68
2024 Q1	$1.01M	Buy	4,897 +95	+2%	+$19.5K	0.12%	70
2023 Q4	$918K	Buy	4,802 +880	+22%	+$168K	0.15%	39
2023 Q3	$672K	Sell	3,922 -14	-0.4%	-$2.4K	0.12%	41
2023 Q2	$702K	Hold	3,936	–	–	0.1%	66
2023 Q1	$721K	Buy	3,936 +14	+0.4%	+$2.57K	0.11%	64
2022 Q4	$665K	Hold	3,922	–	–	0.11%	68
2022 Q3	$607K	Hold	3,922	–	–	0.11%	65
2022 Q2	$661K	Sell	3,922 -150	-4%	-$25.3K	0.15%	46
2022 Q1	$736K	Sell	4,072 -332	-8%	-$60K	0.14%	40
2021 Q4	$753K	Buy	4,404 +150	+4%	+$25.6K	0.15%	36
2021 Q3	$699K	Hold	4,254	–	–	0.17%	32
2021 Q2	$705K	Hold	4,254	–	–	0.17%	33
2021 Q1	$680K	Hold	4,254	–	–	0.17%	31
2020 Q4	$759K	Hold	4,254	–	–	0.3%	28
2020 Q3	$753K	Buy	4,254 +546	+15%	+$96.6K	0.35%	25
2020 Q2	$621K	Buy	3,708 +1,768	+91%	+$296K	0.3%	26
2020 Q1	$287K	Hold	1,940	–	–	0.17%	34
2019 Q4	$277K	Hold	1,940	–	–	0.12%	46
2019 Q3	$269K	Hold	1,940	–	–	0.12%	44
2019 Q2	$258K	Hold	1,940	–	–	0.08%	73
2019 Q1	$237K	Sell	1,940 -500	-20%	-$61.1K	0.07%	54
2018 Q4	$296K	Sell	2,440 -652	-21%	-$79.1K	0.09%	46
2018 Q3	$349K	Hold	3,092	–	–	0.3%	40
2018 Q2	$367K	Hold	3,092	–	–	0.34%	37
2018 Q1	$389K	Hold	3,092	–	–	0.38%	32
2017 Q4	$382K	Buy	+3,092	New	+$382K	0.37%	33