Alpha Wealth Funds’s SPDR Gold Trust GLD Stock Holding History

Alpha Wealth Funds’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	–	Sell	-8	Closed	-$72.9K	–	72
2026 Q1	$72.9K	Sell	8 -23	-74%	-$10.3K	0.05%	38
2025 Q4	$213K	Buy	+31	New	+$11.8K	0.13%	44

Other funds holding GLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marino Management Westport, Connecticut $480M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Alpha Wealth Funds's GLD Position: Q2 2026 in Review

Alpha Wealth Funds sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 1,437 shares — an estimated $618K sold.

Alpha Wealth Funds first reported a position in GLD in Q4 2024 and held it in 6 quarters. The position peaked at $618K in Q1 2026. 2,389 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Alpha Wealth Funds reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Alpha Wealth Funds sold 1,437 SPDR Gold Trust shares in Q2 2026, an estimated $618K.
Alpha Wealth Funds first reported a position in SPDR Gold Trust in Q4 2024 and held it in 6 quarters.
Alpha Wealth Funds's SPDR Gold Trust position peaked at $618K in Q1 2026.
2,389 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.