Twelve Points Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.5M	Sell	10,447 -5,168	-33%	-$2.31M	0.99%	20
2025 Q4	$6.47M	Sell	15,615 -479	-3%	-$183K	1.46%	14
2025 Q3	$5.72M	Sell	16,094 -653	-4%	-$208K	1.43%	15
2025 Q2	$5.1M	Sell	16,747 -93	-0.6%	-$28.2K	1.37%	13
2025 Q1	$4.85M	Sell	16,840 -653	-4%	-$173K	1.32%	13
2024 Q4	$4.24M	Sell	17,493 -150	-0.9%	-$36.9K	1.22%	14
2024 Q3	$4.29M	Sell	17,643 -44	-0.2%	-$10.1K	1.35%	13
2024 Q2	$3.8M	Buy	17,687 +38	+0.2%	+$8.22K	1.34%	14
2024 Q1	$3.63M	Sell	17,649 -13	-0.1%	-$2.5K	1.33%	11
2023 Q4	$3.38M	Sell	17,662 -655	-4%	-$120K	1.6%	10
2023 Q3	$3.14M	Buy	18,317 +73	+0.4%	+$13.1K	1.56%	13
2023 Q2	$3.25M	Buy	18,244 +31	+0.2%	+$5.7K	1.73%	11
2023 Q1	$3.34M	Sell	18,213 -416	-2%	-$73.2K	1.91%	10
2022 Q4	$3.16M	Buy	18,629 +4,808	+35%	+$774K	2.15%	8
2022 Q3	$2.14M	Buy	13,821 +105	+0.8%	+$16.9K	1.66%	10
2022 Q2	$2.31M	Sell	13,716 -38	-0.3%	-$6.64K	1.78%	9
2022 Q1	$2.48M	Sell	13,754 -326	-2%	-$57.2K	1.86%	7
2021 Q4	$2.41M	Buy	+14,080	New	+$2.36M	1.95%	5