Surevest’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$125K Sell
807
-261
-24% -$40.4K 0.03% 152
2022
Q2
$180K Hold
1,068
0.05% 137
2022
Q1
$193K Hold
1,068
0.05% 136
2021
Q4
$183K Buy
+1,068
New +$183K 0.04% 123