Forza Wealth Management’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
$765K Hold
2,510
0.31% 84
2025
Q1
$723K Buy
2,510
+14
+0.6% +$4.03K 0.33% 76
2024
Q4
$604K Hold
2,496
0.28% 91
2024
Q3
$607K Hold
2,496
0.28% 98
2024
Q2
$537K Buy
2,496
+1,275
+104% +$274K 0.28% 98
2024
Q1
$251K Hold
1,221
0.13% 153
2023
Q4
$233K Hold
1,221
0.13% 154
2023
Q3
$209K Hold
1,221
0.11% 173
2023
Q2
$218K Hold
1,221
0.11% 172
2023
Q1
$224K Hold
1,221
0.12% 168
2022
Q4
$207K Buy
+1,221
New +$207K 0.14% 136