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Root Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Root Financial Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Buy
913
+200
+28% +$61K 0.03% 193
2025
Q1 		$205K Sell
713
-990
-58% -$285K 0.02% 202
2024
Q4 		$412K Buy
+1,703
New +$412K 0.05% 128