KFG 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
$1.95M Buy
6,408
+11
+0.2% +$3.35K 0.31% 51
2025
Q1
$1.84M Buy
6,397
+168
+3% +$48.4K 0.34% 50
2024
Q4
$1.51M Buy
6,229
+225
+4% +$54.5K 0.28% 50
2024
Q3
$1.46M Buy
6,004
+702
+13% +$171K 0.32% 54
2024
Q2
$1.14M Buy
5,302
+185
+4% +$39.8K 0.45% 47
2024
Q1
$1.05M Buy
5,117
+34
+0.7% +$6.99K 0.43% 47
2023
Q4
$972K Buy
5,083
+417
+9% +$79.7K 0.44% 42
2023
Q3
$800K Sell
4,666
-168
-3% -$28.8K 0.43% 44
2023
Q2
$862K Buy
4,834
+65
+1% +$11.6K 0.5% 37
2023
Q1
$905K Buy
4,769
+370
+8% +$70.2K 0.63% 28
2022
Q4
$746K Buy
+4,399
New +$746K 0.76% 26