Brown 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
2024
Q4
Sell
-1,203
Closed -$292K 92
2024
Q3
$292K Hold
1,203
0.11% 69
2024
Q2
$259K Hold
1,203
0.1% 73
2024
Q1
$247K Buy
1,203
+115
+11% +$23.7K 0.1% 77
2023
Q4
$208K Buy
+1,088
New +$208K 0.09% 82
2023
Q3
Sell
-1,173
Closed -$209K 90
2023
Q2
$209K Buy
+1,173
New +$209K 0.11% 88