Worth Financial Advisory 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
Sell
-953
Closed -$275K 158
2025
Q1
$275K Sell
953
-206
-18% -$59.4K 0.17% 132
2024
Q4
$281K Sell
1,159
-333
-22% -$80.6K 0.17% 121
2024
Q3
$363K Sell
1,492
-6
-0.4% -$1.46K 0.21% 107
2024
Q2
$322K Buy
1,498
+175
+13% +$37.6K 0.21% 105
2024
Q1
$272K Buy
+1,323
New +$272K 0.19% 116