Holistic Planning’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	$405K	Buy	1,329 +16	+1%	+$4.88K	0.12%	141
2025 Q1	$378K	Buy	1,313 +84	+7%	+$24.2K	0.13%	120
2024 Q4	$298K	Buy	+1,229	New	+$298K	0.11%	132