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

Apex 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 		$411K Buy
1,117
+9
+0.8% +$3.73K 0.25% 51
2026
Q1 		$477K Hold
1,108
– – 0.33% 46
2025
Q4 		$467K Hold
1,108
– – 0.47% 34
2025
Q3 		$394K Hold
1,108
– – 0.28% 42
2025
Q2 		$338K Hold
1,108
– – 0.27% 41
2025
Q1 		$319K Hold
1,108
– – 0.29% 39
2024
Q4 		$268K Buy
+1,108
New +$272K 0.23% 44

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

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

Apex Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.81% in Q2 2026, buying an estimated $3.73K and bringing the position to 1,117 shares worth $411K. The position accounts for 0.25% of the portfolio, ranked #51.

Apex Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Apex Wealth Management held 1,117 shares of SPDR Gold Trust worth $411K as of Q2 2026.
  • Apex Wealth Management bought 9 SPDR Gold Trust shares in Q2 2026, an estimated $3.73K.
  • SPDR Gold Trust made up 0.25% of Apex Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Apex Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Apex Wealth Management's SPDR Gold Trust position peaked at $477K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.