CCG 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
$1.17M Hold
3,850
0.62% 29
2025
Q1
$1.11M Buy
3,850
+2,842
+282% +$819K 0.66% 28
2024
Q4
$244K Sell
1,008
-2,469
-71% -$598K 0.14% 62
2024
Q3
$845K Sell
3,477
-524
-13% -$127K 0.47% 35
2024
Q2
$860K Buy
4,001
+46
+1% +$9.89K 0.49% 34
2024
Q1
$814K Buy
+3,955
New +$814K 0.49% 32