Angeles Wealth Management’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
$652K Buy
2,140
+500
+30% +$152K 0.04% 151
2025
Q1
$473K Buy
1,640
+200
+14% +$57.6K 0.04% 147
2024
Q4
$349K Hold
1,440
0.03% 184
2024
Q3
$350K Sell
1,440
-66
-4% -$16K 0.03% 175
2024
Q2
$324K Sell
1,506
-264
-15% -$56.8K 0.03% 167
2024
Q1
$364K Buy
1,770
+380
+27% +$78.2K 0.04% 151
2023
Q4
$266K Buy
+1,390
New +$266K 0.03% 159