Refined 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
$5.12M Buy
16,789
+2
+0% +$610 3.52% 10
2025
Q1
$4.84M Sell
16,787
-8,342
-33% -$2.4M 3.96% 12
2024
Q4
$6.08M Buy
25,129
+853
+4% +$207K 4.63% 10
2024
Q3
$5.9M Buy
24,276
+184
+0.8% +$44.7K 4.55% 8
2024
Q2
$5.18M Sell
24,092
-593
-2% -$128K 3.99% 9
2024
Q1
$5.08M Sell
24,685
-9,610
-28% -$1.98M 3.58% 10
2023
Q4
$6.56M Buy
34,295
+122
+0.4% +$23.3K 5.11% 9
2023
Q3
$5.86M Buy
34,173
+153
+0.4% +$26.2K 5.26% 8
2023
Q2
$6.06M Sell
34,020
-82
-0.2% -$14.6K 5% 9
2023
Q1
$6.25M Buy
34,102
+380
+1% +$69.6K 5.52% 8
2022
Q4
$5.72M Buy
33,722
+1,659
+5% +$281K 5.01% 9
2022
Q3
$4.96M Buy
32,063
+363
+1% +$56.1K 4.47% 10
2022
Q2
$5.34M Sell
31,700
-1,454
-4% -$245K 4.78% 9
2022
Q1
$5.99M Sell
33,154
-2,622
-7% -$474K 5.06% 9
2021
Q4
$6.12M Buy
35,776
+783
+2% +$134K 4.74% 7
2021
Q3
$5.75M Buy
34,993
+1,057
+3% +$174K 4.65% 7
2021
Q2
$5.62M Buy
+33,936
New +$5.62M 4.72% 7