Modern 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
$5.27M Buy
17,277
+7,063
+69% +$2.15M 0.13% 156
2025
Q1
$2.94M Buy
10,214
+1,404
+16% +$405K 0.09% 176
2024
Q4
$2.13M Buy
8,810
+2,197
+33% +$532K 0.08% 174
2024
Q3
$1.61M Buy
6,613
+823
+14% +$200K 0.1% 132
2024
Q2
$1.24M Buy
5,790
+321
+6% +$69K 0.09% 127
2024
Q1
$1.13M Buy
5,469
+1,541
+39% +$317K 0.1% 107
2023
Q4
$751K Buy
+3,928
New +$751K 0.09% 73