TrueWealth Advisors’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 | $305K | Buy |
1,002
+17
| +2% | +$5.18K | 0.09% | 167 |
|
|
2025
Q1 | $284K | Hold |
985
| – | – | 0.09% | 167 |
|
|
2024
Q4 | $238K | Sell |
985
-3
| -0.3% | -$726 | 0.08% | 198 |
|
|
2024
Q3 | $240K | Sell |
988
-106
| -10% | -$25.8K | 0.08% | 194 |
|
|
2024
Q2 | $235K | Sell |
1,094
-31
| -3% | -$6.67K | 0.09% | 201 |
|
|
2024
Q1 | $231K | Buy |
+1,125
| New | +$231K | 0.09% | 188 |
|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$252K | – | 170 |
|
|
2022
Q2 | $252K | Buy |
+1,498
| New | +$252K | 0.12% | 135 |
|
|
2021
Q2 | – | Sell |
-2,023
| Closed | -$337K | – | 133 |
|
|
2021
Q1 | $337K | Buy |
+2,023
| New | +$337K | 0.22% | 82 |
|