Perissos Private 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 | $3.32M | Sell |
10,886
-10,976
| -50% | -$3.35M | 2.62% | 10 |
|
2025
Q1 | $6.3M | Buy |
21,862
+9,184
| +72% | +$2.65M | 5.74% | 3 |
|
2024
Q4 | $3.07M | Sell |
12,678
-358
| -3% | -$86.7K | 2.29% | 12 |
|
2024
Q3 | $3.17M | Sell |
13,036
-495
| -4% | -$120K | 2.54% | 9 |
|
2024
Q2 | $2.91M | Sell |
13,531
-7,792
| -37% | -$1.68M | 2.61% | 9 |
|
2024
Q1 | $4.39M | Buy |
+21,323
| New | +$4.39M | 3.98% | 4 |
|