BWM
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Bernard Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bernard Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.2K Sell
50
-204
-80% -$62.2K 0.01% 195
2025
Q1 		$73.2K Sell
254
-167
-40% -$48.1K 0.04% 101
2024
Q4 		$102K Buy
+421
New +$102K 0.05% 84