MGO Private Wealth’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
$956K Buy
3,136
+62
+2% +$18.9K 0.61% 34
2025
Q1
$886K Buy
3,074
+196
+7% +$56.5K 0.62% 33
2024
Q4
$697K Buy
2,878
+53
+2% +$12.8K 0.5% 37
2024
Q3
$687K Buy
+2,825
New +$687K 0.49% 35
2023
Q2
Sell
-1,503
Closed -$275K 71
2023
Q1
$275K Sell
1,503
-4,635
-76% -$849K 0.22% 58
2022
Q4
$1.04M Sell
6,138
-1,071
-15% -$182K 0.48% 48
2022
Q3
$1.12M Buy
+7,209
New +$1.12M 0.53% 36