Compass Planning Associates’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
$110K Hold
360
0.1% 43
2025
Q1
$104K Buy
360
+200
+125% +$57.6K 0.1% 45
2024
Q4
$38.7K Buy
+160
New +$38.7K 0.04% 64