RWP
Ridgecrest Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
1,050
| – | – | 0.17% | 77 |
|
|
2025
Q1 | $303K | Hold |
1,050
| – | – | 0.16% | 81 |
|
|
2024
Q4 | $254K | Buy |
+1,050
| New | +$254K | 0.14% | 85 |
|
|
2024
Q3 | – | Sell |
-3,194
| Closed | -$687K | – | 113 |
|
|
2024
Q2 | $687K | Hold |
3,194
| – | – | 0.41% | 48 |
|
|
2024
Q1 | $657K | Buy |
+3,194
| New | +$657K | 0.39% | 53 |
|