Panoramic Investment Advisors’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
$619K Buy
2,030
+510
+34% +$155K 0.38% 54
2025
Q1
$438K Buy
1,520
+10
+0.7% +$2.88K 0.3% 69
2024
Q4
$366K Buy
1,510
+105
+7% +$25.4K 0.24% 76
2024
Q3
$341K Buy
+1,405
New +$341K 0.24% 84
2024
Q1
$263K Sell
1,277
-91
-7% -$18.7K 0.19% 94
2023
Q4
$262K Sell
1,368
-66
-5% -$12.6K 0.23% 88
2023
Q3
$246K Buy
+1,434
New +$246K 0.23% 86
2022
Q4
$231K Buy
+1,359
New +$231K 0.24% 85