Circle Wealth Management, LLC's ownership history for GLD

Circle Wealth Management, LLC currently holds 30.4K shares with a market value of $10.8M. It started holding GLD on 2024-09-30. At its peak, it held 30.4K shares on 2025-09-30. Its highest holding value was $10.8M on 2025-09-30. At its lowest, it held 26.4K shares on 2024-12-31, with a value of $6.4M on 2024-12-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 2.2K. In the recent year, Circle Wealth Management, LLC has increased its shares by 4.0K.