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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

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

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. 3,037 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.
  • 3,037 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.