Rockwood 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
$256K Sell
841
-251
-23% -$76.5K 0.02% 88
2025
Q1
$315K Buy
1,092
+87
+9% +$25.1K 0.03% 73
2024
Q4
$242K Sell
1,005
-145
-13% -$34.9K 0.03% 82
2024
Q3
$280K Sell
1,150
-669
-37% -$163K 0.03% 69
2024
Q2
$391K Buy
1,819
+244
+15% +$52.5K 0.05% 57
2024
Q1
$324K Buy
1,575
+15
+1% +$3.09K 0.04% 60
2023
Q4
$298K Buy
+1,560
New +$298K 0.04% 59
2023
Q3
Sell
-2,106
Closed -$375K 70
2023
Q2
$375K Buy
+2,106
New +$375K 0.06% 53