CWMGO
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Capstone Wealth Management Group (Oregon)’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
4,418
+322
+8% +$98.2K 0.98% 32
2025
Q1
$1.18M Buy
4,096
+383
+10% +$110K 0.94% 31
2024
Q4
$899K Buy
+3,713
New +$899K 0.68% 42