CWAG
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Compton Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,081
Closed -$262K 94
2024
Q4
$262K Sell
1,081
-328
-23% -$79.4K 0.07% 96
2024
Q3
$342K Buy
1,409
+44
+3% +$10.7K 0.09% 90
2024
Q2
$293K Buy
1,365
+43
+3% +$9.25K 0.08% 92
2024
Q1
$272K Buy
+1,322
New +$272K 0.07% 93