AWM
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Abound Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Abound Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
585
-71
-11% -$29.4K 0.04% 95
2026
Q1 		$282K Buy
656
+490
+295% +$219K 0.06% 71
2025
Q4 		$65.8K Buy
166
+141
+564% +$53.8K 0.02% 191
2025
Q3 		$8.89K Sell
25
-270
-92% -$86K ﹤0.01% 516
2025
Q2 		$89.9K Sell
295
-210
-42% -$63.6K 0.03% 134
2025
Q1 		$146K Sell
505
-28
-5% -$7.41K 0.05% 86
2024
Q4 		$129K Buy
533
+28
+6% +$6.88K 0.04% 88
2024
Q3 		$123K Hold
505
– – 0.04% 93
2024
Q2 		$109K Hold
505
– – 0.04% 87
2024
Q1 		$104K Hold
505
– – 0.04% 89
2023
Q4 		$96.5K Hold
505
– – 0.04% 90
2023
Q3 		$86.6K Hold
505
– – 0.04% 88
2023
Q2 		$90K Hold
505
– – 0.04% 81
2023
Q1 		$92.5K Hold
505
– – 0.04% 78
2022
Q4 		$85.7K Sell
505
-84
-14% -$13.5K 0.04% 72
2022
Q3 		$91.1K Buy
+589
New +$94.7K 0.05% 65

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Abound Wealth Management's GLD Position: Q2 2026 in Review

Abound Wealth Management reduced its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, selling an estimated $29.4K and leaving 585 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #95.

Abound Wealth Management first reported a position in GLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $282K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Abound Wealth Management held 585 shares of SPDR Gold Trust worth $216K as of Q2 2026.
  • Abound Wealth Management sold 71 SPDR Gold Trust shares in Q2 2026, an estimated $29.4K.
  • SPDR Gold Trust made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Abound Wealth Management first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's SPDR Gold Trust position peaked at $282K in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.