Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
1,369
+128
+10% +$39K 0.06% 84
2025
Q1
$358K Buy
1,241
+9
+0.7% +$2.59K 0.06% 87
2024
Q4
$298K Buy
+1,232
New +$298K 0.05% 92
2024
Q3
Sell
-1,232
Closed -$265K 69
2024
Q2
$265K Hold
1,232
0.05% 90
2024
Q1
$253K Buy
+1,232
New +$253K 0.05% 88
2023
Q4
Sell
-1,105
Closed -$189K 208
2023
Q3
$189K Buy
+1,105
New +$189K 0.04% 94