Teamwork Financial Advisors’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
$15.3M Sell
50,331
-17,113
-25% -$5.22M 1.78% 21
2025
Q1
$19.4M Buy
+67,444
New +$19.4M 2.59% 10
2023
Q4
Sell
-2,360
Closed -$405K 197
2023
Q3
$405K Buy
2,360
+1,063
+82% +$182K 0.07% 140
2023
Q2
$231K Buy
+1,297
New +$231K 0.04% 179
2021
Q1
Sell
-1,259
Closed -$225K 236
2020
Q4
$225K Sell
1,259
-1,654
-57% -$296K 0.05% 189
2020
Q3
$516K Buy
+2,913
New +$516K 0.16% 116