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Alliance Wealth Advisors (Pennsylvania)’s SPDR Gold Trust GLD Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$3.96M Sell
10,760
-160
-1% -$66.3K 1.29% 13
2026
Q1 		$4.7M Sell
10,920
-2,765
-20% -$1.24M 2.06% 8
2025
Q4 		$5.42M Sell
13,685
-445
-3% -$170K 2.36% 8
2025
Q3 		$5.02M Sell
14,130
-223
-2% -$71.1K 2.25% 8
2025
Q2 		$4.38M Sell
14,353
-61
-0.4% -$18.5K 2.24% 9
2025
Q1 		$4.15M Sell
14,414
-1,281
-8% -$339K 2.36% 7
2024
Q4 		$3.8M Buy
15,695
+66
+0.4% +$16.2K 2.12% 8
2024
Q3 		$3.8M Buy
15,629
+257
+2% +$58.9K 2.17% 8
2024
Q2 		$3.31M Sell
15,372
-324
-2% -$70.1K 2.08% 8
2024
Q1 		$3.23M Buy
15,696
+250
+2% +$48K 2.04% 8
2023
Q4 		$2.95M Buy
15,446
+29
+0.2% +$5.32K 1.95% 9
2023
Q3 		$2.64M Buy
15,417
+144
+0.9% +$25.7K 1.91% 9
2023
Q2 		$2.72M Buy
15,273
+212
+1% +$39K 1.94% 10
2023
Q1 		$2.76M Sell
15,061
-381
-2% -$67K 2.07% 9
2022
Q4 		$2.62M Buy
15,442
+6
+0% +$966 2.18% 9
2022
Q3 		$2.39M Buy
15,436
+92
+0.6% +$14.8K 2.22% 9
2022
Q2 		$2.58M Sell
15,344
-86
-0.6% -$15K 2.23% 10
2022
Q1 		$2.79M Sell
15,430
-1,070
-6% -$188K 2.31% 9
2021
Q4 		$2.82M Buy
16,500
+368
+2% +$61.8K 2.3% 11
2021
Q3 		$2.65M Buy
16,132
+899
+6% +$150K 2.35% 10
2021
Q2 		$2.52M Buy
15,233
+767
+5% +$130K 2.27% 11
2021
Q1 		$2.31M Buy
14,466
+2,227
+18% +$374K 2.28% 10
2020
Q4 		$2.18M Buy
+12,239
New +$2.16M 2.29% 14

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

Alliance Wealth Advisors (Pennsylvania)'s GLD Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, selling an estimated $66.3K and leaving 10,760 shares worth $3.96M. The position accounts for 1.29% of the portfolio, ranked #13.

Alliance Wealth Advisors (Pennsylvania) first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.42M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 10,760 shares of SPDR Gold Trust worth $3.96M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 160 SPDR Gold Trust shares in Q2 2026, an estimated $66.3K.
  • SPDR Gold Trust made up 1.29% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #13 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s SPDR Gold Trust position peaked at $5.42M in Q4 2025.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.