Total Wealth Planning & Management’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
$992K Sell
3,253
-5
-0.2% -$1.52K 0.8% 29
2025
Q1
$939K Buy
3,258
+272
+9% +$78.4K 0.89% 26
2024
Q4
$723K Buy
+2,986
New +$723K 0.66% 35