Confluence Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.12M Buy
2025
Q1
$5M Buy
2024
Q4
$3.91M Buy
2024
Q3
$3.71M Sell
2024
Q2
$3.36M Buy
2024
Q1
$2.95M Buy
2023
Q4
$2.57M Buy
2023
Q3
$2.18M Buy
2023
Q2
$2.02M Buy
2023
Q1
$2.05M Buy
2022
Q4
$1.57M Buy
2022
Q3
$1.33M Buy
2022
Q2
$1.42M Sell
2022
Q1
$1.55M Buy
2021
Q4
$1.46M Buy