Heritage Oak 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	$4.2M	Sell	13,787 -10,858	-44%	-$3.31M	1.62%	10
2025 Q1	$7.1M	Buy	24,645 +9,668	+65%	+$2.79M	3.12%	5
2024 Q4	$3.63M	Buy	14,977 +6,691	+81%	+$1.62M	1.7%	11
2024 Q3	$2.01M	Sell	8,286 -6,534	-44%	-$1.59M	0.93%	29
2024 Q2	$3.19M	Buy	+14,820	New	+$3.19M	1.61%	10