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Synergy Investment Management’s SPDR Gold Trust GLD Stock Holding History

Synergy Investment Management’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 		$203K Sell
667
-5
-0.7% -$1.52K 0.12% 80
2025
Q1 		$194K Hold
672
– – 0.08% 125
2024
Q4 		$163K Buy
+672
New +$163K 0.07% 137