RWA 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
$2.2M Sell
7,205
-361
-5% -$110K 0.03% 235
2025
Q1
$2.18M Buy
7,566
+875
+13% +$252K 0.03% 236
2024
Q4
$1.62M Buy
6,691
+621
+10% +$150K 0.02% 270
2024
Q3
$1.48M Sell
6,070
-1,046
-15% -$254K 0.02% 276
2024
Q2
$1.53M Sell
7,116
-24,594
-78% -$5.29M 0.02% 261
2024
Q1
$6.52M Buy
31,710
+1,119
+4% +$230K 0.09% 127
2023
Q4
$5.85M Buy
30,591
+24,936
+441% +$4.77M 0.08% 124
2023
Q3
$970K Buy
5,655
+272
+5% +$46.6K 0.02% 196
2023
Q2
$960K Buy
5,383
+792
+17% +$141K 0.02% 172
2023
Q1
$841K Sell
4,591
-100
-2% -$18.3K 0.02% 142
2022
Q4
$819K Sell
4,691
-247
-5% -$43.1K 0.02% 146
2022
Q3
$764K Sell
4,938
-300
-6% -$46.4K 0.05% 136
2022
Q2
$882K Buy
5,238
+463
+10% +$78K 0.06% 129
2022
Q1
$863K Buy
4,775
+229
+5% +$41.4K 0.06% 139
2021
Q4
$777K Buy
4,546
+100
+2% +$17.1K 0.05% 148
2021
Q3
$730K Hold
4,446
0.05% 145
2021
Q2
$736K Hold
4,446
0.05% 146
2021
Q1
$711K Buy
4,446
+128
+3% +$20.5K 0.06% 145
2020
Q4
$770K Hold
4,318
0.07% 136
2020
Q3
$765K Hold
4,318
0.08% 123
2020
Q2
$723K Sell
4,318
-17
-0.4% -$2.85K 0.09% 117
2020
Q1
$642K Sell
4,335
-120
-3% -$17.8K 0.09% 119
2019
Q4
$637K Sell
4,455
-175
-4% -$25K 0.06% 150
2019
Q3
$643K Buy
4,630
+175
+4% +$24.3K 0.07% 147
2019
Q2
$593K Hold
4,455
0.06% 151
2019
Q1
$544K Hold
4,455
0.06% 153
2018
Q4
$540K Hold
4,455
0.07% 143
2018
Q3
$502K Hold
4,455
0.06% 146
2018
Q2
$529K Buy
4,455
+505
+13% +$60K 0.06% 153
2018
Q1
$497K Hold
3,950
0.06% 139
2017
Q4
$488K Hold
3,950
0.05% 163
2017
Q3
$480K Hold
3,950
0.05% 161
2017
Q2
$466K Hold
3,950
0.06% 138
2017
Q1
$469K Buy
+3,950
New +$469K 0.06% 133