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Compass Wealth Management, LLC/GA → GLD
Compass Wealth Management, LLC/GA GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
10
Latest value
$6.9M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.1M |
| Q3 2025 | $4.7M |
| Q4 2025 | $12.2M |
| Q4 2025 | $5.6M |
| Q1 2026 | $11.8M |
| Q1 2026 | $6.7M |
| Q2 2026 | $9.9M |
| Q2 2026 | $6.1M |
| Q3 2026 | $10.2M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 84.2K | — | — |
| Q3 2026 | $10.2M | 26.8K | — | — |
| Q2 2026 | $6.1M | 77.2K | — | — |
| Q2 2026 | $9.9M | 26.9K | — | — |
| Q1 2026 | $6.7M | 72.2K | — | — |
| Q1 2026 | $11.8M | 27.4K | — | — |
| Q4 2025 | $5.6M | 66.0K | — | — |
| Q4 2025 | $12.2M | 30.8K | — | — |
| Q3 2025 | $4.7M | 61.8K | — | — |
| Q3 2025 | $11.1M | 31.3K | — | — |