Legacy Capital 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
$1.01M Sell
3,308
-18
-0.5% -$5.49K 0.23% 88
2025
Q1
$958K Sell
3,326
-48
-1% -$13.8K 0.24% 87
2024
Q4
$817K Sell
3,374
-3,308
-50% -$801K 0.2% 100
2024
Q3
$1.62M Buy
6,682
+3,308
+98% +$804K 0.32% 62
2024
Q2
$725K Buy
3,374
+964
+40% +$207K 0.18% 106
2024
Q1
$444K Sell
2,410
-964
-29% -$178K 0.32% 74
2023
Q4
$645K Hold
3,374
0.18% 120
2023
Q3
$578K Buy
+3,374
New +$578K 0.16% 131
2023
Q2
Sell
-3,111
Closed -$570K 113
2023
Q1
$570K Buy
+3,111
New +$570K 0.16% 124