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

Activest 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 		$1.56M Sell
4,227
-393
-9% -$163K 0.3% 31
2026
Q1 		$1.99M Buy
4,620
+565
+14% +$253K 0.35% 36
2025
Q4 		$1.61M Buy
4,055
+1
+0% +$382 0.3% 36
2025
Q3 		$1.44M Hold
4,054
– – 0.29% 39
2025
Q2 		$1.24M Sell
4,054
-377
-9% -$114K 0.3% 39
2025
Q1 		$1.28M Sell
4,431
-1
-0% -$264 0.34% 39
2024
Q4 		$1.07M Buy
4,432
+20
+0.5% +$4.92K 0.3% 41
2024
Q3 		$1.07M Hold
4,412
– – 0.33% 37
2024
Q2 		$949K Buy
4,412
+1
+0% +$216 0.31% 37
2024
Q1 		$907K Sell
4,411
-136
-3% -$26.1K 0.44% 24
2023
Q4 		$869K Hold
4,547
– – 0.48% 21
2023
Q3 		$780K Hold
4,547
– – 0.48% 21
2023
Q2 		$775K Hold
4,547
– – 0.54% 16
2023
Q1 		$835K Sell
4,547
-4,797
-51% -$844K 0.54% 20
2022
Q4 		$1.59M Sell
9,344
-366
-4% -$59K 0.47% 23
2022
Q3 		$1.53M Buy
9,710
+6,924
+249% +$1.11M 0.49% 20
2022
Q2 		$469K Buy
2,786
+195
+8% +$34.1K 0.33% 30
2022
Q1 		$468K Sell
2,591
-495
-16% -$86.8K 0.3% 35
2021
Q4 		$528K Sell
3,086
-28,834
-90% -$4.84M 0.33% 40
2021
Q3 		$5.24M Buy
31,920
+6,483
+25% +$1.09M 3.49% 6
2021
Q2 		$4.21M Sell
25,437
-8,070
-24% -$1.37M 3.17% 6
2021
Q1 		$5.37M Buy
+33,507
New +$5.63M 4.39% 5

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Activest Wealth Management reduced its SPDR Gold Trust (GLD) stake by 8.5% in Q2 2026, selling an estimated $163K and leaving 4,227 shares worth $1.56M. The position accounts for 0.3% of the portfolio, ranked #31.

Activest Wealth Management first reported a position in GLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.37M in Q1 2021. 1,176 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Activest Wealth Management held 4,227 shares of SPDR Gold Trust worth $1.56M as of Q2 2026.
  • Activest Wealth Management sold 393 SPDR Gold Trust shares in Q2 2026, an estimated $163K.
  • SPDR Gold Trust made up 0.3% of Activest Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Activest Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's SPDR Gold Trust position peaked at $5.37M in Q1 2021.
  • 1,176 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.