AWM
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Alterna Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Alterna 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 		$1.59M Sell
4,314
-1,691
-28% -$701K 0.91% 33
2026
Q1 		$2.58M Buy
6,005
+270
+5% +$121K 1.96% 16
2025
Q4 		$2.27M Buy
5,735
+1,714
+43% +$655K 1.89% 16
2025
Q3 		$1.43M Sell
4,021
-111
-3% -$35.4K 1.18% 24
2025
Q2 		$1.26M Buy
4,132
+2,780
+206% +$842K 1.01% 27
2025
Q1 		$390K Buy
1,352
+431
+47% +$114K 0.3% 62
2024
Q4 		$223K Buy
+921
New +$226K 0.19% 88
2024
Q3 		– Sell
-1,891
Closed -$407K – 104
2024
Q2 		$407K Buy
1,891
+129
+7% +$27.9K 0.36% 68
2024
Q1 		$362K Hold
1,762
– – 0.29% 61
2023
Q4 		$337K Sell
1,762
-17
-1% -$3.12K 0.41% 56
2023
Q3 		$305K Sell
1,779
-134
-7% -$24K 0.39% 60
2023
Q2 		$341K Sell
1,913
-971
-34% -$178K 0.4% 53
2023
Q1 		$528K Sell
2,884
-217
-7% -$38.2K 0.66% 39
2022
Q4 		$526K Buy
3,101
+101
+3% +$16.3K 0.59% 39
2022
Q3 		$464K Hold
3,000
– – 0.55% 39
2022
Q2 		$505K Buy
3,000
+17
+0.6% +$2.97K 0.51% 41
2022
Q1 		$539K Buy
2,983
+1,746
+141% +$306K 0.45% 46
2021
Q4 		$211K Buy
+1,237
New +$208K 0.18% 97
2020
Q4 		$813K Buy
4,557
+458
+11% +$80.6K 1.03% 32
2020
Q3 		$726K Buy
4,099
+1,057
+35% +$190K 1.05% 28
2020
Q2 		$509K Hold
3,042
– – 0.61% 37
2020
Q1 		$450K Hold
3,042
– – 0.65% 36
2019
Q4 		$435K Buy
3,042
+140
+5% +$19.6K 0.48% 47
2019
Q3 		$403K Sell
2,902
-289
-9% -$40.2K 0.48% 46
2019
Q2 		$425K Buy
3,191
+325
+11% +$40.2K 0.51% 50
2019
Q1 		$350K Buy
2,866
+500
+21% +$61.6K 0.3% 71
2018
Q4 		$287K Buy
+2,366
New +$275K 0.05% 267

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

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

Alterna Wealth Management reduced its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, selling an estimated $701K and leaving 4,314 shares worth $1.59M. The position accounts for 0.91% of the portfolio, ranked #33.

Alterna Wealth Management first reported a position in GLD in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.58M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Alterna Wealth Management held 4,314 shares of SPDR Gold Trust worth $1.59M as of Q2 2026.
  • Alterna Wealth Management sold 1,691 SPDR Gold Trust shares in Q2 2026, an estimated $701K.
  • SPDR Gold Trust made up 0.91% of Alterna Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Alterna Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • Alterna Wealth Management's SPDR Gold Trust position peaked at $2.58M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.