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Alta Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Alta 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 		$1.27M Sell
3,450
-38
-1% -$15.7K 0.34% 62
2026
Q1 		$1.5M Buy
3,488
+25
+0.7% +$11.2K 0.49% 48
2025
Q4 		$1.37M Sell
3,463
-595
-15% -$227K 0.46% 46
2025
Q3 		$1.44M Sell
4,058
-193
-5% -$61.5K 0.52% 46
2025
Q2 		$1.3M Buy
4,251
+397
+10% +$120K 0.61% 41
2025
Q1 		$1.11M Buy
3,854
+724
+23% +$191K 0.51% 48
2024
Q4 		$758K Sell
3,130
-20
-0.6% -$4.92K 0.33% 59
2024
Q3 		$766K Sell
3,150
-46
-1% -$10.5K 0.35% 61
2024
Q2 		$687K Buy
3,196
+9
+0.3% +$1.95K 0.34% 64
2024
Q1 		$656K Sell
3,187
-43
-1% -$8.25K 0.33% 69
2023
Q4 		$617K Buy
3,230
+657
+26% +$120K 0.34% 71
2023
Q3 		$441K Hold
2,573
– – 0.27% 93
2023
Q2 		$459K Buy
2,573
+573
+29% +$105K 0.27% 97
2023
Q1 		$366K Buy
2,000
+184
+10% +$32.4K 0.23% 107
2022
Q4 		$308K Buy
1,816
+69
+4% +$11.1K 0.21% 119
2022
Q3 		$270K Hold
1,747
– – 0.19% 121
2022
Q2 		$294K Buy
1,747
+17
+1% +$2.97K 0.2% 120
2022
Q1 		$313K Buy
1,730
+110
+7% +$19.3K 0.19% 126
2021
Q4 		$277K Sell
1,620
-60
-4% -$10.1K 0.17% 130
2021
Q3 		$276K Hold
1,680
– – 0.2% 126
2021
Q2 		$278K Buy
+1,680
New +$285K 0.2% 127

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

Alta Wealth Advisors's GLD Position: Q2 2026 in Review

Alta Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 1.1% in Q2 2026, selling an estimated $15.7K and leaving 3,450 shares worth $1.27M. The position accounts for 0.34% of the portfolio, ranked #62.

Alta Wealth Advisors first reported a position in GLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Alta Wealth Advisors held 3,450 shares of SPDR Gold Trust worth $1.27M as of Q2 2026.
  • Alta Wealth Advisors sold 38 SPDR Gold Trust shares in Q2 2026, an estimated $15.7K.
  • SPDR Gold Trust made up 0.34% of Alta Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Alta Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 21 quarters since.
  • Alta Wealth Advisors's SPDR Gold Trust position peaked at $1.5M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.