Elevation Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Hold
528
0.06% 127
2025
Q1
$152K Sell
528
-35
-6% -$10.1K 0.07% 126
2024
Q4
$136K Buy
563
+100
+22% +$24.2K 0.06% 138
2024
Q3
$113K Sell
463
-33
-7% -$8.02K 0.05% 154
2024
Q2
$107K Sell
496
-23
-4% -$4.95K 0.05% 153
2024
Q1
$107K Buy
519
+31
+6% +$6.38K 0.05% 152
2023
Q4
$83.7K Buy
488
+70
+17% +$12K 0.05% 168
2023
Q3
$71.7K Buy
418
+20
+5% +$3.43K 0.06% 121
2023
Q2
$71K Hold
398
0.06% 126
2023
Q1
$72.9K Buy
+398
New +$72.9K 0.07% 128