MSWA
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Marshall & Sterling Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.5K Hold
87
– – 0.02% 234
2025
Q1 		$25.1K Hold
87
– – 0.02% 236
2024
Q4 		$21.1K Buy
+87
New +$21.1K 0.01% 188