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

Accel 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 		$3.76M Sell
10,199
-314
-3% -$130K 0.85% 33
2026
Q1 		$4.52M Buy
10,513
+211
+2% +$94.5K 1.18% 20
2025
Q4 		$4.08M Buy
10,302
+1,388
+16% +$530K 1.12% 22
2025
Q3 		$3.17M Sell
8,914
-75
-0.8% -$23.9K 0.92% 26
2025
Q2 		$2.74M Buy
8,989
+940
+12% +$285K 0.91% 26
2025
Q1 		$2.32M Buy
8,049
+2,105
+35% +$557K 0.84% 28
2024
Q4 		$1.44M Buy
5,944
+1,965
+49% +$483K 0.55% 53
2024
Q3 		$967K Sell
3,979
-12,943
-76% -$2.96M 0.36% 72
2024
Q2 		$3.64M Sell
16,922
-32
-0.2% -$6.92K 1.46% 16
2024
Q1 		$3.49M Hold
16,954
– – 1.48% 15
2023
Q4 		$3.24M Buy
16,954
+171
+1% +$31.3K 1.63% 14
2023
Q3 		$2.88M Buy
16,783
+584
+4% +$104K 1.6% 14
2023
Q2 		$2.89M Buy
16,199
+176
+1% +$32.3K 1.59% 17
2023
Q1 		$2.94M Buy
16,023
+738
+5% +$130K 1.2% 9
2022
Q4 		$2.59M Buy
15,285
+303
+2% +$48.8K 1.24% 15
2022
Q3 		$2.41M Hold
14,982
– – 1.29% 15
2022
Q2 		$2.38M Buy
14,982
+2,845
+23% +$497K 1.37% 15
2022
Q1 		$2.18M Buy
12,137
+1,241
+11% +$218K 1.13% 19
2021
Q4 		$1.86M Sell
10,896
-23
-0.2% -$3.86K 0.91% 31
2021
Q3 		$1.79M Buy
10,919
+4,577
+72% +$766K 1.16% 20
2021
Q2 		$1.05M Buy
6,342
+1,064
+20% +$181K 0.7% 36
2021
Q1 		$844K Buy
5,278
+72
+1% +$12.1K 0.68% 35
2020
Q4 		$929K Buy
+5,206
New +$917K 0.87% 23

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Accel Wealth Management reduced its SPDR Gold Trust (GLD) stake by 3% in Q2 2026, selling an estimated $130K and leaving 10,199 shares worth $3.76M. The position accounts for 0.85% of the portfolio, ranked #33.

Accel Wealth Management first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.52M in Q1 2026. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Accel Wealth Management held 10,199 shares of SPDR Gold Trust worth $3.76M as of Q2 2026.
  • Accel Wealth Management sold 314 SPDR Gold Trust shares in Q2 2026, an estimated $130K.
  • SPDR Gold Trust made up 0.85% of Accel Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Accel Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's SPDR Gold Trust position peaked at $4.52M in Q1 2026.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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