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

Consultiva Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$259K Hold
850
– – 0.8% 21
2025
Q1 		$245K Hold
850
– – 0.84% 18
2024
Q4 		$206K Buy
+850
New +$206K 1.03% 14