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

Accurate 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 		$2.73M Sell
7,237
-13,947
-66% -$5.78M 0.26% 85
2026
Q1 		$9.26M Sell
21,184
-1,242
-6% -$556K 1.11% 16
2025
Q4 		$9.29M Buy
22,426
+15,656
+231% +$5.98M 1.18% 15
2025
Q3 		$2.58M Sell
6,770
-178
-3% -$56.7K 0.34% 70
2025
Q2 		$2.13M Sell
6,948
-33,144
-83% -$10M 0.33% 79
2025
Q1 		$11.9M Buy
40,092
+36,116
+908% +$9.55M 2.28% 6
2024
Q4 		$987K Sell
3,976
-22,808
-85% -$5.6M 0.19% 121
2024
Q3 		$6.59M Buy
26,784
+23,331
+676% +$5.34M 1.32% 12
2024
Q2 		$773K Sell
3,453
-17,866
-84% -$3.86M 0.19% 118
2024
Q1 		$4.71M Buy
21,319
+18,752
+731% +$3.6M 1.38% 15
2023
Q4 		$482K Sell
2,567
-25,103
-91% -$4.6M 0.15% 137
2023
Q3 		$4.93M Buy
27,670
+25,017
+943% +$4.47M 1.55% 11
2023
Q2 		$481K Sell
2,653
-4,270
-62% -$785K 0.15% 139
2023
Q1 		$1.28M Sell
6,923
-102,443
-94% -$18M 0.44% 64
2022
Q4 		$19.1M Sell
109,366
-4,599
-4% -$741K 7.03% 1
2022
Q3 		$18.6M Sell
113,965
-16,768
-13% -$2.7M 7.77% 1
2022
Q2 		$21.3M Buy
130,733
+38,117
+41% +$6.66M 11.57% 1
2022
Q1 		$16.7M Buy
92,616
+75,542
+442% +$13.3M 7.5% 2
2021
Q4 		$2.87M Sell
17,074
-3,293
-16% -$553K 2.35% 8
2021
Q3 		$3.41M Buy
20,367
+18,119
+806% +$3.03M 2.97% 6
2021
Q2 		$372K Buy
+2,248
New +$382K 0.33% 79

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

Accurate Wealth Management reduced its SPDR Gold Trust (GLD) stake by 66% in Q2 2026, selling an estimated $5.78M and leaving 7,237 shares worth $2.73M. The position accounts for 0.26% of the portfolio, ranked #85.

Accurate Wealth Management first reported a position in GLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.3M in Q2 2022. 734 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Accurate Wealth Management held 7,237 shares of SPDR Gold Trust worth $2.73M as of Q2 2026.
  • Accurate Wealth Management sold 13,947 SPDR Gold Trust shares in Q2 2026, an estimated $5.78M.
  • SPDR Gold Trust made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Accurate Wealth Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's SPDR Gold Trust position peaked at $21.3M in Q2 2022.
  • 734 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.