One Charles Private Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$892K Buy
2025
Q1
$583K Hold
2024
Q4
$490K Hold
2024
Q3
$492K Sell
2024
Q2
$447K Buy
2024
Q1
$334K Hold
2023
Q4
$310K Sell
2023
Q3
$284K Sell
2023
Q2
$317K Hold
2023
Q1
$325K Sell
2022
Q4
$326K Hold
2022
Q3
$297K Buy
2022
Q2
$285K Buy
2022
Q1
$271K Buy
2021
Q4
$247K Hold
2021
Q3
$237K Buy
2021
Q2
$217K Hold
2021
Q1
$210K Sell
2020
Q4
$256K Buy