CWM
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Centricity Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Centricity Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.41M Buy
11,179
+360
+3% +$110K 2.72% 10
2025
Q1 		$3.12M Buy
10,819
+343
+3% +$98.8K 2.83% 9
2024
Q4 		$2.54M Buy
+10,476
New +$2.54M 2.37% 12