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