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M Wealth Management LLC’s SPDR Gold Trust GLD Stock Holding History

M Wealth Management LLC’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$798K Hold
2,618
– – 0.74% 20
2025
Q1 		$754K Sell
2,618
-401
-13% -$116K 0.7% 21
2024
Q4 		$731K Buy
+3,019
New +$731K 0.67% 19