Chico Wealth RIA’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 | $1.1M | Hold |
3,600
| – | – | 0.87% | 10 |
|
|
2025
Q1 | $1.04M | Hold |
3,600
| – | – | 0.9% | 9 |
|
|
2024
Q4 | $872K | Hold |
3,600
| – | – | 0.76% | 10 |
|
|
2024
Q3 | $875K | Hold |
3,600
| – | – | 0.75% | 13 |
|
|
2024
Q2 | $774K | Sell |
3,600
-70
| -2% | -$15.1K | 0.71% | 13 |
|
|
2024
Q1 | $755K | Hold |
3,670
| – | – | 0.71% | 14 |
|
|
2023
Q4 | $702K | Buy |
+3,670
| New | +$702K | 0.73% | 13 |
|