Vantage Financial Partners (Wisconsin)’s SPDR Gold Trust GLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.74M	Buy	4,395 +19	+0.4%	+$7.26K	0.35%	48
2025 Q3	$1.56M	Buy	4,376 +12	+0.3%	+$3.82K	0.33%	48
2025 Q2	$1.33M	Buy	4,364 +185	+4%	+$56K	0.31%	53
2025 Q1	$1.2M	Buy	4,179 +57	+1%	+$15.1K	0.3%	51
2024 Q4	$998K	Buy	4,122 +89	+2%	+$21.9K	0.25%	61
2024 Q3	$980K	Hold	4,033	–	–	0.24%	60
2024 Q2	$867K	Hold	4,033	–	–	0.23%	49
2024 Q1	$830K	Hold	4,033	–	–	0.22%	54
2023 Q4	$771K	Hold	4,033	–	–	0.23%	49
2023 Q3	$691K	Hold	4,033	–	–	0.27%	30
2023 Q2	$719K	Hold	4,033	–	–	0.27%	28
2023 Q1	$739K	Hold	4,033	–	–	0.29%	31
2022 Q4	$684K	Hold	4,033	–	–	0.41%	23
2022 Q3	$624K	Sell	4,033 -20	-0.5%	-$3.22K	0.42%	23
2022 Q2	$683K	Buy	4,053 +20	+0.5%	+$3.49K	0.4%	17
2022 Q1	$729K	Buy	4,033 +2,000	+98%	+$351K	0.37%	18
2021 Q4	$348K	Buy	+2,033	New	+$341K	0.14%	39