Shepherd Financial Partners’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
$366K Buy
1,202
+5
+0.4% +$1.52K 0.04% 182
2025
Q1
$345K Buy
1,197
+186
+18% +$53.6K 0.04% 174
2024
Q4
$245K Buy
+1,011
New +$245K 0.03% 197