Summit Wealth 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	$542K	Buy	1,778 +764	+75%	+$233K	0.1%	127
2025 Q1	$292K	Buy	+1,014	New	+$292K	0.06%	177
2024 Q2	–	Sell	-1,078	Closed	-$222K	–	227
2024 Q1	$222K	Buy	+1,078	New	+$222K	0.05%	209