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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,023 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.
3,023 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.