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Act Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Act 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 		$14.3M Buy
38,888
+5,466
+16% +$2.26M 4.21% 9
2026
Q1 		$14.4M Sell
33,422
-38,171
-53% -$17.1M 4.83% 8
2025
Q4 		$28.4M Sell
71,593
-7,278
-9% -$2.78M 9.28% 4
2025
Q3 		$28M Buy
78,871
+4,613
+6% +$1.47M 9.83% 4
2025
Q2 		$22.6M Sell
74,258
-12,535
-14% -$3.8M 9.56% 4
2025
Q1 		$25M Buy
86,793
+629
+0.7% +$166K 11.32% 3
2024
Q4 		$20.9M Sell
86,164
-5,706
-6% -$1.4M 9.75% 4
2024
Q3 		$22.3M Buy
91,870
+538
+0.6% +$123K 9.9% 5
2024
Q2 		$19.6M Sell
91,332
-3,258
-3% -$705K 9.66% 5
2024
Q1 		$19.5M Buy
94,590
+861
+0.9% +$165K 9.81% 5
2023
Q4 		$17.9M Buy
+93,729
New +$17.2M 9.67% 5
2023
Q3 		– Sell
-104,550
Closed -$18.6M – 39
2023
Q2 		$18.6M Sell
104,550
-2,237
-2% -$411K 10.49% 5
2023
Q1 		$19.6M Sell
106,787
-1,296
-1% -$228K 11.63% 5
2022
Q4 		$18.3M Buy
108,083
+2,812
+3% +$453K 11.58% 4
2022
Q3 		$16.3M Buy
105,271
+1,519
+1% +$244K 11.64% 4
2022
Q2 		$17.3M Buy
103,752
+5,600
+6% +$978K 11.32% 5
2022
Q1 		$17.7M Sell
98,152
-19,352
-16% -$3.4M 10.08% 6
2021
Q4 		$20.1M Buy
117,504
+4,737
+4% +$795K 11.56% 6
2021
Q3 		$18.7M Hold
112,767
– – 11.54% 6
2021
Q2 		$18.7M Buy
112,767
+6,929
+7% +$1.18M 11.52% 6
2021
Q1 		$16.9M Buy
105,838
+15,543
+17% +$2.61M 10.93% 6
2020
Q4 		$16.1M Buy
+90,295
New +$15.9M 10.35% 6

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

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

Act Wealth Management increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $2.26M and bringing the position to 38,888 shares worth $14.3M. The position accounts for 4.21% of the portfolio, ranked #9.

Act Wealth Management first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.4M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Act Wealth Management held 38,888 shares of SPDR Gold Trust worth $14.3M as of Q2 2026.
  • Act Wealth Management bought 5,466 SPDR Gold Trust shares in Q2 2026, an estimated $2.26M.
  • SPDR Gold Trust made up 4.21% of Act Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Act Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Act Wealth Management's SPDR Gold Trust position peaked at $28.4M in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.