New England Capital Financial Advisors’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
$130K Hold
428
0.06% 74
2025
Q1
$123K Hold
428
0.06% 71
2024
Q4
$104K Buy
428
+28
+7% +$6.78K 0.05% 79
2024
Q3
$97.2K Hold
400
0.05% 80
2024
Q2
$86K Hold
400
0.05% 82
2024
Q1
$82.3K Hold
400
0.05% 82
2023
Q4
$76.5K Hold
400
0.05% 91
2023
Q3
$68.6K Hold
400
0.05% 93
2023
Q2
$71.3K Hold
400
0.05% 91
2023
Q1
$73.3K Sell
400
-2
-0.5% -$366 0.05% 90
2022
Q4
$72.1K Buy
+402
New +$72.1K 0.05% 93