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Accretive Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Accretive Wealth Partners’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 		$419K Buy
1,137
+374
+49% +$155K 0.1% 126
2026
Q1 		$328K Buy
763
+36
+5% +$16.1K 0.09% 138
2025
Q4 		$288K Hold
727
– – 0.09% 130
2025
Q3 		$258K Hold
727
– – 0.08% 135
2025
Q2 		$222K Hold
727
– – 0.07% 139
2025
Q1 		$229K Buy
+727
New +$192K 0.08% 135

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Accretive Wealth Partners's GLD Position: Q2 2026 in Review

Accretive Wealth Partners increased its SPDR Gold Trust (GLD) stake by 49% in Q2 2026, buying an estimated $155K and bringing the position to 1,137 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #126.

Accretive Wealth Partners first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Accretive Wealth Partners held 1,137 shares of SPDR Gold Trust worth $419K as of Q2 2026.
  • Accretive Wealth Partners bought 374 SPDR Gold Trust shares in Q2 2026, an estimated $155K.
  • SPDR Gold Trust made up 0.1% of Accretive Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Accretive Wealth Partners first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.