McCarter Private Wealth Services’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	$257K	Hold	843	–	–	0.15%	104
2025 Q1	$243K	Buy	843 +4	+0.5%	+$1.15K	0.16%	94
2024 Q4	$203K	Sell	839 -200	-19%	-$48.4K	0.13%	101
2024 Q3	$253K	Buy	+1,039	New	+$253K	0.16%	89