SS&H Financial Advisors’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 Q4	$5.57M	Hold	14,049	–	–	1.62%	16
2025 Q3	$4.99M	Hold	14,049	–	–	1.52%	15
2025 Q2	$4.28M	Buy	14,049 +3,200	+29%	+$969K	1.43%	15
2025 Q1	$3.13M	Hold	10,849	–	–	1.17%	22
2024 Q4	$2.63M	Buy	10,849 +200	+2%	+$49.1K	0.96%	27
2024 Q3	$2.59M	Hold	10,649	–	–	0.94%	30
2024 Q2	$2.29M	Buy	10,649 +250	+2%	+$54.1K	0.89%	32
2024 Q1	$2.14M	Hold	10,399	–	–	0.89%	33
2023 Q4	$1.99M	Hold	10,399	–	–	0.84%	34
2023 Q3	$1.78M	Buy	+10,399	New	+$1.86M	0.83%	36
2023 Q1	$2.03M	Buy	11,069 +200	+2%	+$35.2K	0.93%	30
2022 Q4	$1.84M	Buy	10,869 +200	+2%	+$32.2K	0.88%	34
2022 Q3	$1.65M	Hold	10,669	–	–	0.85%	32
2022 Q2	$1.8M	Sell	10,669 -250	-2%	-$43.7K	0.83%	34
2022 Q1	$1.97M	Buy	+10,919	New	+$1.92M	0.77%	39