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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
1,032 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.