Private Wealth Partners’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
$2.94M Sell
9,656
-400
-4% -$122K 0.23% 60
2025
Q1
$2.9M Hold
10,056
0.24% 58
2024
Q4
$2.43M Sell
10,056
-400
-4% -$96.9K 0.19% 62
2024
Q3
$2.54M Hold
10,456
0.2% 59
2024
Q2
$2.25M Hold
10,456
0.17% 58
2024
Q1
$2.15M Sell
10,456
-618
-6% -$127K 0.17% 59
2023
Q4
$2.12M Hold
11,074
0.18% 56
2023
Q3
$1.9M Hold
11,074
0.18% 54
2023
Q2
$1.97M Buy
11,074
+1,460
+15% +$260K 0.18% 54
2023
Q1
$1.76M Buy
+9,614
New +$1.76M 0.18% 57