AGH Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

AGH Wealth Advisors’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	$6.34M	Buy	17,202 +227	+1%	+$94K	4%	6
2026 Q1	$7.3M	Sell	16,975 -138	-0.8%	-$61.8K	5.38%	4
2025 Q4	$6.78M	Sell	17,113 -486	-3%	-$186K	5.1%	3
2025 Q3	$6.26M	Buy	17,599 +343	+2%	+$109K	4.59%	4
2025 Q2	$5.26M	Buy	17,256 +3,153	+22%	+$955K	4.34%	6
2025 Q1	$4.06M	Buy	14,103 +2,411	+21%	+$638K	3.92%	7
2024 Q4	$2.83M	Buy	+11,692	New	+$2.87M	2.62%	10

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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AGH Wealth Advisors's GLD Position: Q2 2026 in Review

AGH Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, buying an estimated $94K and bringing the position to 17,202 shares worth $6.34M. The position accounts for 4% of the portfolio, ranked #6.

AGH Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.3M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

AGH Wealth Advisors held 17,202 shares of SPDR Gold Trust worth $6.34M as of Q2 2026.
AGH Wealth Advisors bought 227 SPDR Gold Trust shares in Q2 2026, an estimated $94K.
SPDR Gold Trust made up 4% of AGH Wealth Advisors's portfolio in Q2 2026, its #6 holding.
AGH Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
AGH Wealth Advisors's SPDR Gold Trust position peaked at $7.3M in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.