Icon Wealth Advisors’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
$238K Buy
779
+65
+9% +$19.8K 0.02% 346
2025
Q1
$206K Hold
714
0.02% 349
2024
Q4
$173K Buy
714
+132
+23% +$32K 0.01% 400
2024
Q3
$141K Hold
582
0.01% 420
2024
Q2
$132K Hold
582
0.01% 386
2024
Q1
$120K Sell
582
-50
-8% -$10.3K 0.01% 438
2023
Q4
$121K Buy
+632
New +$121K 0.01% 401