CWP
Corepath Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Sell |
28,734
-840
| -3% | -$258K | 7.44% | 4 |
|
|
2025
Q1 | $9.2M | Sell |
29,574
-473
| -2% | -$147K | 8.76% | 3 |
|
|
2024
Q4 | $7.42M | Sell |
30,047
-161
| -0.5% | -$39.8K | 7.23% | 5 |
|
|
2024
Q3 | $7.4M | Buy |
30,208
+1,069
| +4% | +$262K | 7.19% | 5 |
|
|
2024
Q2 | $6.36M | Buy |
29,139
+248
| +0.9% | +$54.1K | 6.71% | 6 |
|
|
2024
Q1 | $6.2M | Sell |
28,891
-14,333
| -33% | -$3.08M | 6.87% | 6 |
|
|
2023
Q4 | $8.18M | Sell |
43,224
-123
| -0.3% | -$23.3K | 4.56% | 8 |
|
|
2023
Q3 | $7.75M | Buy |
43,347
+877
| +2% | +$157K | 4.67% | 8 |
|
|
2023
Q2 | $7.71M | Buy |
42,470
+11,009
| +35% | +$2M | 4.52% | 8 |
|
|
2023
Q1 | $5.81M | Buy |
31,461
+722
| +2% | +$133K | 3.65% | 10 |
|
|
2022
Q4 | $5.35M | Buy |
30,739
+2,961
| +11% | +$516K | 3.57% | 10 |
|
|
2022
Q3 | $4.26M | Buy |
27,778
+2,534
| +10% | +$389K | 3.17% | 11 |
|
|
2022
Q2 | $4.02M | Buy |
+25,244
| New | +$4.02M | 2.98% | 12 |
|