Valley Financial Group’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
$1.36M Sell
4,478
-50
-1% -$15.2K 0.83% 21
2025
Q1
$1.3M Sell
4,528
-614
-12% -$177K 0.87% 22
2024
Q4
$1.25M Sell
5,142
-581
-10% -$141K 0.87% 23
2024
Q3
$1.39M Sell
5,723
-32
-0.6% -$7.78K 0.97% 22
2024
Q2
$1.24M Sell
5,755
-207
-3% -$44.5K 0.91% 23
2024
Q1
$1.23M Sell
5,962
-160
-3% -$32.9K 0.93% 22
2023
Q4
$1.17M Buy
+6,122
New +$1.17M 0.92% 24