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Rooted Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Rooted Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-956
Closed -$233K – 96
2024
Q3 		$233K Sell
956
-105
-10% -$25.6K 0.1% 87
2024
Q2 		$240K Sell
1,061
-2
-0.2% -$452 0.11% 79
2024
Q1 		$224K Buy
+1,063
New +$224K 0.11% 75