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Adamsbrown Wealth Consultants’s SPDR Gold Trust GLD Stock Holding History

Adamsbrown Wealth Consultants’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 		$663K Buy
1,801
+12
+0.7% +$4.97K 0.13% 72
2026
Q1 		$770K Buy
1,789
+195
+12% +$87.3K 0.2% 52
2025
Q4 		$632K Buy
1,594
+276
+21% +$105K 0.18% 55
2025
Q3 		$469K Buy
1,318
+11
+0.8% +$3.5K 0.13% 65
2025
Q2 		$398K Sell
1,307
-30
-2% -$9.08K 0.12% 64
2025
Q1 		$385K Sell
1,337
-87
-6% -$23K 0.12% 62
2024
Q4 		$345K Sell
1,424
-133
-9% -$32.7K 0.12% 65
2024
Q3 		$378K Sell
1,557
-229
-13% -$52.4K 0.13% 54
2024
Q2 		$384K Buy
1,786
+108
+6% +$23.4K 0.15% 52
2024
Q1 		$345K Sell
1,678
-105
-6% -$20.2K 0.14% 55
2023
Q4 		$341K Buy
1,783
+414
+30% +$75.9K 0.15% 52
2023
Q3 		$235K Sell
1,369
-80
-6% -$14.3K 0.12% 69
2023
Q2 		$258K Buy
1,449
+186
+15% +$34.2K 0.14% 64
2023
Q1 		$231K Sell
1,263
-114
-8% -$20.1K 0.13% 64
2022
Q4 		$234K Sell
1,377
-655
-32% -$106K 0.14% 67
2022
Q3 		$314K Sell
2,032
-177
-8% -$28.5K 0.24% 54
2022
Q2 		$372K Buy
2,209
+8
+0.4% +$1.4K 0.29% 51
2022
Q1 		$398K Buy
2,201
+21
+1% +$3.68K 0.32% 55
2021
Q4 		$373K Buy
+2,180
New +$366K 0.34% 49

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Adamsbrown Wealth Consultants's GLD Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its SPDR Gold Trust (GLD) stake by 0.67% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,801 shares worth $663K. The position accounts for 0.13% of the portfolio, ranked #72.

Adamsbrown Wealth Consultants first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Adamsbrown Wealth Consultants held 1,801 shares of SPDR Gold Trust worth $663K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 12 SPDR Gold Trust shares in Q2 2026, an estimated $4.97K.
  • SPDR Gold Trust made up 0.13% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #72 holding.
  • Adamsbrown Wealth Consultants first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's SPDR Gold Trust position peaked at $770K in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.