CWA
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Crux Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Crux Wealth Advisors’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 		$671K Buy
2,200
+274
+14% +$83.5K 0.29% 92
2025
Q1 		$555K Buy
1,926
+167
+9% +$48.1K 0.29% 100
2024
Q4 		$426K Buy
+1,759
New +$426K 0.24% 104