Three Seasons Wealth boosts gold ETF stake, cuts small-cap holdings by a third

Three Seasons Wealth LLC made several notable portfolio adjustments during the second quarter, increasing its holdings in SPDR Gold Shares by 27% to 32,448 shares worth about $12 million. The firm also raised its Vanguard Total Bond Market ETF position by 33.1% to 38,661 shares valued at approximately $2.8 million. It initiated new positions in Vertiv Holdings, buying 2,491 shares worth about $834,000, and in the iShares S&P Small-Cap 600 Growth ETF, acquiring 10,129 shares valued at roughly $1.8 million. At the same time, it reduced its iShares Russell 2000 ETF stake by 35.3%, selling 5,053 shares and retaining 9,248 shares worth about $2.8 million.