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Legacy Capital Wealth Partners, LLC → GLD
Legacy Capital Wealth Partners, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
10
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $2.8M |
| Q4 2025 | $1.3M |
| Q4 2025 | $3.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 57.1K | — | — |
| Q3 2026 | $1.3M | 3.3K | — | — |
| Q2 2026 | $3.1M | 39.0K | — | — |
| Q2 2026 | $1.2M | 3.3K | — | — |
| Q1 2026 | $3.6M | 38.9K | — | — |
| Q1 2026 | $1.4M | 3.3K | — | — |
| Q4 2025 | $3.3M | 39.0K | — | — |
| Q4 2025 | $1.3M | 3.3K | — | — |
| Q3 2025 | $2.8M | 36.4K | — | — |
| Q3 2025 | $1.2M | 3.3K | — | — |