Barlow Wealth Partners’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
$520K Buy
1,683
+9
+0.5% +$2.78K 0.06% 78
2025
Q1
$510K Hold
1,674
0.07% 82
2024
Q4
$417K Hold
1,674
0.05% 89
2024
Q3
$409K Hold
1,674
0.05% 96
2024
Q2
$371K Sell
1,674
-85
-5% -$18.9K 0.05% 101
2024
Q1
$382K Sell
1,759
-529
-23% -$115K 0.05% 100
2023
Q4
$437K Buy
+2,288
New +$437K 0.06% 92