Univest Financial’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	$298K	Buy	976 +239	+32%	+$72.9K	0.02%	225
2025 Q1	$212K	Buy	+737	New	+$212K	0.01%	265
2020 Q2	–	Sell	-1,375	Closed	-$204K	–	105
2020 Q1	$204K	Buy	+1,375	New	+$204K	0.08%	105