Mosaic Family 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 | $516K | Sell |
1,692
-503
| -23% | -$153K | 0.07% | 131 |
|
|
2025
Q1 | $633K | Buy |
2,195
+565
| +35% | +$163K | 0.09% | 113 |
|
|
2024
Q4 | $395K | Buy |
1,630
+58
| +4% | +$14K | 0.06% | 142 |
|
|
2024
Q3 | $382K | Sell |
1,572
-57
| -3% | -$13.9K | 0.06% | 139 |
|
|
2024
Q2 | $350K | Sell |
1,629
-372
| -19% | -$80K | 0.06% | 139 |
|
|
2024
Q1 | $412K | Buy |
2,001
+303
| +18% | +$62.3K | 0.07% | 132 |
|
|
2023
Q4 | $325K | Sell |
1,698
-23
| -1% | -$4.4K | 0.06% | 137 |
|
|
2023
Q3 | $295K | Hold |
1,721
| – | – | 0.06% | 143 |
|
|
2023
Q2 | $307K | Sell |
1,721
-14
| -0.8% | -$2.5K | 0.06% | 138 |
|
|
2023
Q1 | $318K | Buy |
1,735
+14
| +0.8% | +$2.57K | 0.07% | 136 |
|
|
2022
Q4 | $292K | Buy |
+1,721
| New | +$292K | 0.08% | 140 |
|