TWM
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Tanager Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Tanager Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$514K Sell
1,685
-117
-6% -$35.7K 0.06% 74
2025
Q1 		$519K Buy
1,802
+815
+83% +$235K 0.07% 64
2024
Q4 		$239K Buy
987
+163
+20% +$39.5K 0.03% 105
2024
Q3 		$200K Buy
+824
New +$200K 0.03% 109