Miller Financial 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
$235K Sell
771
-14
-2% -$4.27K 0.3% 89
2025
Q1
$226K Sell
785
-4,243
-84% -$1.22M 0.33% 80
2024
Q4
$1.22M Buy
+5,028
New +$1.22M 1.03% 27