Wise Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Sell
10,768
-4,612
-30% -$1.41M 5.48% 3
2025
Q1
$4.43M Buy
15,380
+3,923
+34% +$1.13M 10.59% 3
2024
Q4
$2.77M Buy
+11,457
New +$2.77M 6.84% 4