Legacy Advisors’s SPDR Gold Trust GLD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,894	Closed	-$3.43M	–	168
2025 Q1	$3.43M	Sell	11,894 -9,600	-45%	-$2.77M	0.35%	58
2024 Q4	$5.2M	Buy	21,494 +300	+1%	+$72.6K	0.51%	34
2024 Q3	$5.15M	Buy	21,194 +9,600	+83%	+$2.33M	0.56%	32
2024 Q2	$2.49M	Hold	11,594	–	–	0.3%	65
2024 Q1	$2.39M	Hold	11,594	–	–	0.3%	63
2023 Q4	$2.22M	Hold	11,594	–	–	0.29%	73
2023 Q3	$1.99M	Hold	11,594	–	–	0.32%	78
2023 Q2	$2.07M	Hold	11,594	–	–	0.31%	77
2023 Q1	$2.12M	Hold	11,594	–	–	0.39%	64
2022 Q4	$1.97M	Hold	11,594	–	–	0.36%	60
2022 Q3	$1.79M	Hold	11,594	–	–	0.4%	51
2022 Q2	$1.95M	Hold	11,594	–	–	0.41%	47
2022 Q1	$2.09M	Buy	11,594 +1,804	+18%	+$326K	0.41%	45
2021 Q4	$1.67M	Hold	9,790	–	–	0.61%	31
2021 Q3	$1.61M	Hold	9,790	–	–	0.64%	30
2021 Q2	$1.62M	Hold	9,790	–	–	0.66%	31
2021 Q1	$1.57M	Hold	9,790	–	–	0.69%	26
2020 Q4	$1.75M	Buy	9,790 +5,540	+130%	+$988K	0.99%	22
2020 Q3	$753K	Hold	4,250	–	–	0.5%	39
2020 Q2	$711K	Hold	4,250	–	–	0.56%	39
2020 Q1	$629K	Hold	4,250	–	–	0.63%	43
2019 Q4	$607K	Sell	4,250 -180	-4%	-$25.7K	0.39%	57
2019 Q3	$615K	Buy	4,430 +180	+4%	+$25K	0.46%	50
2019 Q2	$566K	Sell	4,250 -4,250	-50%	-$566K	0.38%	54
2019 Q1	$1.04M	Buy	8,500 +4,750	+127%	+$580K	0.34%	65
2018 Q4	$455K	Hold	3,750	–	–	0.35%	66
2018 Q3	$423K	Hold	3,750	–	–	0.21%	98
2018 Q2	$445K	Hold	3,750	–	–	0.33%	56
2018 Q1	$478K	Hold	3,750	–	–	0.35%	49
2017 Q4	$463K	Hold	3,750	–	–	0.45%	36
2017 Q3	$455K	Hold	3,750	–	–	0.51%	33
2017 Q2	$442K	Hold	3,750	–	–	0.56%	30
2017 Q1	$445K	Hold	3,750	–	–	0.6%	27
2016 Q4	$411K	Buy	+3,750	New	+$411K	0.56%	26