LRI Investments’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
$706K Hold
2,315
0.06% 140
2025
Q1
$667K Hold
2,315
0.06% 140
2024
Q4
$561K Hold
2,315
0.05% 130
2024
Q3
$549K Buy
2,315
+700
+43% +$166K 0.05% 140
2024
Q2
$347K Buy
1,615
+1,575
+3,938% +$339K 0.04% 153
2024
Q1
$8.23K Buy
+40
New +$8.23K ﹤0.01% 544