NBWM
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North Berkeley Wealth Management’s SPDR Gold Trust GLD Stock Holding History

North Berkeley Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$324K Hold
1,062
– – 0.3% 50
2025
Q1 		$306K Sell
1,062
-44
-4% -$12.7K 0.32% 49
2024
Q4 		$268K Buy
+1,106
New +$268K 0.27% 52