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

Ameliora 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 		$1.34M Buy
3,649
+17
+0.5% +$7.04K 0.4% 44
2026
Q1 		$1.56M Buy
3,632
+497
+16% +$223K 0.5% 39
2025
Q4 		$1.24M Buy
3,135
+455
+17% +$174K 0.38% 45
2025
Q3 		$953K Sell
2,680
-14
-0.5% -$4.46K 0.32% 49
2025
Q2 		$821K Buy
2,694
+876
+48% +$265K 0.29% 50
2025
Q1 		$524K Buy
1,818
+901
+98% +$238K 0.2% 60
2024
Q4 		$222K Buy
917
+46
+5% +$11.3K 0.08% 94
2024
Q3 		$212K Sell
871
-13
-1% -$2.98K 0.09% 79
2024
Q2 		$190K Hold
884
– – 0.09% 86
2024
Q1 		$182K Buy
884
+132
+18% +$25.3K 0.08% 94
2023
Q4 		$144K Hold
752
– – 0.07% 85
2023
Q3 		$129K Hold
752
– – 0.08% 92
2023
Q2 		$134K Sell
752
-752
-50% -$138K 0.08% 91
2023
Q1 		$276K Buy
+1,504
New +$265K 0.16% 81
2022
Q3 		– Sell
-26,792
Closed -$4.51M – 229
2022
Q2 		$4.51M Sell
26,792
-41,444
-61% -$7.24M 5.34% 5
2022
Q1 		$11.3M Buy
68,236
+1,536
+2% +$269K 7.46% 4
2021
Q4 		$10.4M Buy
+66,700
New +$11.2M 9.51% 3

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
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
RT
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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

Ameliora Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.47% in Q2 2026, buying an estimated $7.04K and bringing the position to 3,649 shares worth $1.34M. The position accounts for 0.4% of the portfolio, ranked #44.

Ameliora Wealth Management first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.3M in Q1 2022. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Ameliora Wealth Management held 3,649 shares of SPDR Gold Trust worth $1.34M as of Q2 2026.
  • Ameliora Wealth Management bought 17 SPDR Gold Trust shares in Q2 2026, an estimated $7.04K.
  • SPDR Gold Trust made up 0.4% of Ameliora Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Ameliora Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • Ameliora Wealth Management's SPDR Gold Trust position peaked at $11.3M in Q1 2022.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.