WWA
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Wingate Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Wingate Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Sell
3,876
-194
-5% -$59.1K 1.05% 36
2025
Q1 		$1.17M Buy
4,070
+207
+5% +$59.6K 1.35% 31
2024
Q4 		$935K Buy
+3,863
New +$935K 0.92% 31