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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

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

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. 918 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.
  • 918 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.