SWM
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SpringVest Wealth Management’s SPDR Gold Trust GLD Stock Holding History

SpringVest Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
6,297
+634
+11% +$193K 1.55% 17
2025
Q1 		$1.63M Buy
5,663
+335
+6% +$96.5K 1.35% 16
2024
Q4 		$1.29M Buy
+5,328
New +$1.29M 1.11% 18