ROI 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
$4.63M Buy
15,183
+142
+0.9% +$43.3K 2.94% 15
2025
Q1
$4.33M Buy
15,041
+145
+1% +$41.8K 3.15% 13
2024
Q4
$3.61M Buy
14,896
+665
+5% +$161K 2.46% 15
2024
Q3
$3.46M Buy
14,231
+556
+4% +$135K 2.39% 14
2024
Q2
$2.94M Sell
13,675
-173
-1% -$37.2K 2.14% 15
2024
Q1
$2.85M Sell
13,848
-239
-2% -$49.2K 2.24% 15
2023
Q4
$2.69M Buy
+14,087
New +$2.69M 2.23% 15