SMART Wealth’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
$3.23M Buy
10,594
+1,839
+21% +$561K 1.01% 36
2025
Q1
$2.52M Sell
8,755
-570
-6% -$164K 0.9% 37
2024
Q4
$2.26M Sell
9,325
-814
-8% -$197K 0.8% 39
2024
Q3
$2.46M Buy
10,139
+2,845
+39% +$692K 0.97% 27
2024
Q2
$1.57M Buy
7,294
+227
+3% +$48.8K 0.63% 43
2024
Q1
$1.45M Sell
7,067
-48,491
-87% -$9.98M 0.66% 36
2023
Q4
$10.6M Buy
55,558
+12,579
+29% +$2.4M 5.8% 4
2023
Q3
$7.37M Buy
42,979
+3,823
+10% +$655K 5.54% 3
2023
Q2
$6.98M Buy
39,156
+31,924
+441% +$5.69M 5.27% 4
2023
Q1
$1.33M Buy
7,232
+1,395
+24% +$256K 1.17% 28
2022
Q4
$990K Buy
+5,837
New +$990K 0.74% 38