Spectrum Wealth Counsel’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$178K Buy
617
+2
+0.3% +$529 0.02% 123
2024
Q4
$149K Hold
615
0.02% 129
2024
Q3
$149K Hold
615
0.02% 127
2024
Q2
$132K Sell
615
-50
-8% -$10.8K 0.02% 142
2024
Q1
$137K Sell
665
-4,070
-86% -$781K 0.02% 147
2023
Q4
$924K Buy
+4,735
New +$868K 0.13% 79

Other funds holding GLD

Spectrum Wealth Counsel's GLD Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its SPDR Gold Trust (GLD) stake by 0.33% in Q1 2025, buying an estimated $529 and bringing the position to 617 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #123.

Spectrum Wealth Counsel first reported a position in GLD in Q4 2023 and has held it in 6 quarters since. The position peaked at $924K in Q4 2023. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Spectrum Wealth Counsel held 617 shares of SPDR Gold Trust worth $178K as of Q1 2025.
  • Spectrum Wealth Counsel bought 2 SPDR Gold Trust shares in Q1 2025, an estimated $529.
  • SPDR Gold Trust made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #123 holding.
  • Spectrum Wealth Counsel first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's SPDR Gold Trust position peaked at $924K in Q4 2023.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.