Oxford Financial Group’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$894K Buy
2025
Q1
$780K Hold
2024
Q4
$655K Buy
2024
Q3
$220K Buy
2024
Q1
Sell
2023
Q4
$232K Buy
2022
Q4
Sell
2022
Q3
$223K Buy
2022
Q2
$231K Buy
2021
Q4
Sell
2021
Q3
$477K Buy
2020
Q2
Sell
2020
Q1
$217K Buy