TrueWealth LLC’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$102K Hold
609
0.04% 202
2020
Q1
$90K Hold
609
0.04% 191
2019
Q4
$87K Buy
609
+88
+17% +$12.6K 0.04% 215
2019
Q3
$72K Hold
521
0.03% 228
2019
Q2
$69K Sell
521
-20
-4% -$2.65K 0.03% 232
2019
Q1
$66K Sell
541
-10
-2% -$1.22K 0.03% 235
2018
Q4
$67K Hold
551
0.03% 219
2018
Q3
$62K Hold
551
0.03% 242
2018
Q2
$65K Hold
551
0.03% 229
2018
Q1
$69K Hold
551
0.03% 228
2017
Q4
$68K Buy
+551
New +$68K 0.03% 251