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

Amplius 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	$2.86M	Buy	7,773 +122	+2%	+$50.5K	0.21%	45
2026 Q1	$3.29M	Sell	7,651 -79	-1%	-$35.4K	0.27%	40
2025 Q4	$3.06M	Sell	7,730 -853	-10%	-$326K	0.26%	41
2025 Q3	$3.05M	Sell	8,583 -38	-0.4%	-$12.1K	0.26%	42
2025 Q2	$2.63M	Sell	8,621 -377	-4%	-$114K	0.24%	52
2025 Q1	$2.59M	Sell	8,998 -290	-3%	-$76.7K	0.27%	48
2024 Q4	$2.25M	Buy	9,288 +35	+0.4%	+$8.6K	0.23%	49
2024 Q3	$2.25M	Sell	9,253 -153	-2%	-$35K	0.25%	47
2024 Q2	$2.02M	Sell	9,406 -1,614	-15%	-$349K	0.23%	52
2024 Q1	$2.27M	Sell	11,020 -538	-5%	-$103K	0.25%	50
2023 Q4	$2.21M	Sell	11,558 -1,311	-10%	-$240K	0.27%	53
2023 Q3	$2.21M	Sell	12,869 -962	-7%	-$172K	0.3%	46
2023 Q2	$2.47M	Sell	13,831 -385	-3%	-$70.7K	0.33%	47
2023 Q1	$2.6M	Sell	14,216 -4,808	-25%	-$846K	0.37%	42
2022 Q4	$3.23M	Sell	19,024 -6,499	-25%	-$1.05M	0.52%	37
2022 Q3	$3.95M	Sell	25,523 -3,819	-13%	-$614K	0.71%	31
2022 Q2	$4.94M	Sell	29,342 -3,678	-11%	-$642K	0.8%	27
2022 Q1	$5.96M	Sell	33,020 -1,623	-5%	-$285K	0.92%	26
2021 Q4	$5.92M	Buy	+34,643	New	+$5.82M	0.82%	27

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

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

Amplius Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, buying an estimated $50.5K and bringing the position to 7,773 shares worth $2.86M. The position accounts for 0.21% of the portfolio, ranked #45.

Amplius Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.96M in Q1 2022. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Amplius Wealth Advisors held 7,773 shares of SPDR Gold Trust worth $2.86M as of Q2 2026.
Amplius Wealth Advisors bought 122 SPDR Gold Trust shares in Q2 2026, an estimated $50.5K.
SPDR Gold Trust made up 0.21% of Amplius Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Amplius Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's SPDR Gold Trust position peaked at $5.96M in Q1 2022.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.