SWP
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Sagespring Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Sagespring Wealth Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$559K Sell
1,835
-186
-9% -$56.7K 0.01% 409
2025
Q1 		$582K Buy
2,021
+623
+45% +$180K 0.01% 352
2024
Q4 		$339K Buy
+1,398
New +$339K 0.01% 443