WP
GLD icon

Westmount Partners’s SPDR Gold Trust GLD Stock Holding History

Westmount Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Hold
1,338
– – 0.11% 155
2026
Q1 		$576K Buy
1,338
+4
+0.3% +$1.79K 0.14% 126
2025
Q4 		$529K Sell
1,334
-40
-3% -$15.3K 0.13% 128
2025
Q3 		$489K Buy
1,374
+3
+0.2% +$956 0.13% 138
2025
Q2 		$418K Sell
1,371
-50
-4% -$15.1K 0.11% 145
2025
Q1 		$409K Buy
1,421
+50
+4% +$13.2K 0.12% 144
2024
Q4 		$332K Buy
1,371
+539
+65% +$132K 0.1% 156
2024
Q3 		$202K Buy
+832
New +$191K 0.06% 218
2023
Q4 		– Sell
-2,589
Closed -$444K – 207
2023
Q3 		$444K Buy
+2,589
New +$463K 0.2% 116
2023
Q1 		– Sell
-3,456
Closed -$586K – 185
2022
Q4 		$586K Buy
+3,456
New +$557K 0.3% 78

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NCM
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BCM
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SC
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UBP
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TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
CPL
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return