Finivi Inc.’s SPDR Gold Trust GLD Stock Holding History

Finivi Inc.’s Portfolio GLD Stock Details GLD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.28M	Buy
2025 Q2	$1.08M	Buy
2025 Q1	$847K	Buy
2024 Q4	$683K	Sell
2024 Q3	$698K	Sell
2024 Q2	$621K	Buy
2024 Q1	$563K	Buy
2023 Q4	$517K	Buy
2021 Q4	$261K	Buy