PWA
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Principia Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

Principia Wealth Advisory’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Sell
877
-40
-4% -$12.2K 0.23% 53
2025
Q1 		$262K Sell
917
-76
-8% -$21.7K 0.25% 40
2024
Q4 		$240K Buy
+993
New +$240K 0.23% 42