FPW
Flagship Private Wealth’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
9,963
+13
| +0.1% | +$3.96K | 1.29% | 20 |
|
|
2025
Q1 | $2.87M | Buy |
9,950
+911
| +10% | +$262K | 1.37% | 21 |
|
|
2024
Q4 | $2.19M | Buy |
9,039
+660
| +8% | +$160K | 1.05% | 23 |
|
|
2024
Q3 | $2.04M | Buy |
8,379
+2,232
| +36% | +$543K | 1.05% | 23 |
|
|
2024
Q2 | $1.32M | Buy |
6,147
+965
| +19% | +$207K | 0.78% | 23 |
|
|
2024
Q1 | $1.07M | Hold |
5,182
| – | – | 0.69% | 28 |
|
|
2023
Q4 | $991K | Sell |
5,182
-181
| -3% | -$34.6K | 0.76% | 31 |
|
|
2023
Q3 | $919K | Buy |
5,363
+4
| +0.1% | +$686 | 0.81% | 27 |
|
|
2023
Q2 | $955K | Buy |
5,359
+3,325
| +163% | +$593K | 0.79% | 29 |
|
|
2023
Q1 | $373K | Buy |
2,034
+794
| +64% | +$145K | 0.33% | 53 |
|
|
2022
Q4 | $210K | Buy |
+1,240
| New | +$210K | 0.2% | 68 |
|
|
2022
Q3 | – | Sell |
-3,607
| Closed | -$608K | – | 70 |
|
|
2022
Q2 | $608K | Buy |
3,607
+523
| +17% | +$88.2K | 0.59% | 35 |
|
|
2022
Q1 | $557K | Buy |
+3,084
| New | +$557K | 0.46% | 44 |
|
|
2021
Q3 | – | Sell |
-236
| Closed | -$39.8K | – | 145 |
|
|
2021
Q2 | $39.8K | Hold |
236
| – | – | 0.03% | 144 |
|
|
2021
Q1 | $38.2K | Hold |
236
| – | – | 0.03% | 128 |
|
|
2020
Q4 | $40.7K | Buy |
+236
| New | +$40.7K | 0.04% | 126 |
|