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

Alliance Wealth Advisors (Utah)’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 		$1.09M Buy
2,960
+245
+9% +$101K 0.21% 66
2026
Q1 		$1.17M Sell
2,715
-251
-8% -$112K 0.25% 72
2025
Q4 		$1.18M Sell
2,966
-446
-13% -$170K 0.25% 87
2025
Q3 		$1.21M Buy
3,412
+238
+7% +$75.8K 0.28% 92
2025
Q2 		$968K Buy
3,174
+252
+9% +$76.3K 0.23% 99
2025
Q1 		$842K Buy
2,922
+373
+15% +$98.6K 0.22% 108
2024
Q4 		$617K Sell
2,549
-128
-5% -$31.5K 0.16% 142
2024
Q3 		$651K Sell
2,677
-175
-6% -$40.1K 0.17% 134
2024
Q2 		$613K Buy
2,852
+57
+2% +$12.3K 0.18% 126
2024
Q1 		$575K Buy
2,795
+189
+7% +$36.3K 0.17% 123
2023
Q4 		$498K Buy
2,606
+427
+20% +$78.3K 0.17% 129
2023
Q3 		$374K Buy
2,179
+560
+35% +$100K 0.14% 152
2023
Q2 		$289K Buy
+1,619
New +$297K 0.11% 177

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) increased its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, buying an estimated $101K and bringing the position to 2,960 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #66.

Alliance Wealth Advisors (Utah) first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2025. 1,264 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,960 shares of SPDR Gold Trust worth $1.09M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 245 SPDR Gold Trust shares in Q2 2026, an estimated $101K.
  • SPDR Gold Trust made up 0.21% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #66 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Alliance Wealth Advisors (Utah)'s SPDR Gold Trust position peaked at $1.21M in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.