Wealthspan Partners’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
2025
Q3
$895K Hold
2025
Q2
$768K Sell
2025
Q1
$784K Sell
2024
Q4
$661K Buy
2024
Q3
$660K Buy
2024
Q2
$582K Sell
2024
Q1
$566K Buy
2023
Q4
$452K Sell
2023
Q3
$416K Sell
2023
Q2
$452K Buy
2023
Q1
$453K Sell
2022
Q4
$421K Buy
2022
Q3
$357K Hold
2022
Q2
$389K Sell
2022
Q1
$418K Buy
2021
Q4
$393K Buy