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Allen Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Allen 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 		$303K Sell
823
-114
-12% -$47.2K 0.15% 49
2026
Q1 		$403K Hold
937
– – 0.2% 46
2025
Q4 		$371K Hold
937
– – 0.22% 47
2025
Q3 		$333K Hold
937
– – 0.23% 45
2025
Q2 		$286K Buy
937
+80
+9% +$24.2K 0.2% 49
2025
Q1 		$247K Hold
857
– – 0.17% 55
2024
Q4 		$208K Buy
+857
New +$211K 0.15% 59

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 $44.6B AUM 28.94% 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

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

Allen Wealth Management reduced its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, selling an estimated $47.2K and leaving 823 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #49.

Allen Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Allen Wealth Management held 823 shares of SPDR Gold Trust worth $303K as of Q2 2026.
  • Allen Wealth Management sold 114 SPDR Gold Trust shares in Q2 2026, an estimated $47.2K.
  • SPDR Gold Trust made up 0.15% of Allen Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Allen Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Allen Wealth Management's SPDR Gold Trust position peaked at $403K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.