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 |
|