Schwallier 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	$350K	Buy	1,147 +62	+6%	+$18.9K	0.21%	35
2025 Q1	$313K	Buy	1,085 +252	+30%	+$72.6K	0.23%	40
2024 Q4	$202K	Sell	833 -57	-6%	-$13.8K	0.15%	35
2024 Q3	$216K	Buy	+890	New	+$216K	0.15%	34