Legacy Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$956K Buy
2025
Q1
$845K Buy
2024
Q4
$623K Sell
2024
Q3
$629K Buy
2024
Q2
$246K Buy
2022
Q3
Sell
2022
Q2
$387K Hold
2022
Q1
$415K Buy
2019
Q2
Sell
2019
Q1
$7K Hold
2018
Q4
$7K Hold
2018
Q3
$6K Hold
2018
Q2
$7K Sell
2018
Q1
$8K Hold
2017
Q4
$8K Buy