Novak & Powell 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
$273K Buy
895
+119
+15% +$36.3K 0.19% 112
2025
Q1
$224K Sell
776
-363
-32% -$105K 0.14% 140
2024
Q4
$276K Sell
1,139
-12
-1% -$2.91K 0.16% 113
2024
Q3
$280K Sell
1,151
-1
-0.1% -$243 0.16% 116
2024
Q2
$248K Buy
+1,152
New +$248K 0.15% 116
2024
Q1
Sell
-1,146
Closed -$219K 149
2023
Q4
$219K Buy
+1,146
New +$219K 0.15% 125