Silver Oak Advisory Group’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
$211K Sell
694
-35
-5% -$10.6K 0.1% 70
2025
Q1
$210K Buy
+729
New +$210K 0.11% 62
2023
Q1
Sell
-1,417
Closed -$240K 58
2022
Q4
$240K Hold
1,417
0.17% 46
2022
Q3
$219K Hold
1,417
0.16% 48
2022
Q2
$239K Hold
1,417
0.17% 49
2022
Q1
$256K Hold
1,417
0.17% 49
2021
Q4
$242K Buy
+1,417
New +$242K 0.15% 53