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Angeles Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Angeles 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 		$5.24M Buy
14,217
+4,897
+53% +$2.03M 0.24% 43
2026
Q1 		$4.01M Buy
9,320
+7,137
+327% +$3.2M 0.22% 49
2025
Q4 		$865K Hold
2,183
– – 0.05% 147
2025
Q3 		$776K Buy
2,183
+43
+2% +$13.7K 0.05% 144
2025
Q2 		$652K Buy
2,140
+500
+30% +$151K 0.04% 151
2025
Q1 		$473K Buy
1,640
+200
+14% +$52.9K 0.04% 147
2024
Q4 		$349K Hold
1,440
– – 0.03% 184
2024
Q3 		$350K Sell
1,440
-66
-4% -$15.1K 0.03% 175
2024
Q2 		$324K Sell
1,506
-264
-15% -$57.1K 0.03% 167
2024
Q1 		$364K Buy
1,770
+380
+27% +$72.9K 0.04% 151
2023
Q4 		$266K Buy
+1,390
New +$255K 0.03% 159

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

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

Angeles Wealth Management increased its SPDR Gold Trust (GLD) stake by 53% in Q2 2026, buying an estimated $2.03M and bringing the position to 14,217 shares worth $5.24M. The position accounts for 0.24% of the portfolio, ranked #43.

Angeles Wealth Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Angeles Wealth Management held 14,217 shares of SPDR Gold Trust worth $5.24M as of Q2 2026.
  • Angeles Wealth Management bought 4,897 SPDR Gold Trust shares in Q2 2026, an estimated $2.03M.
  • SPDR Gold Trust made up 0.24% of Angeles Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Angeles Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.