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

Apollon 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 		$14.9M Buy
40,544
+686
+2% +$284K 0.18% 108
2026
Q1 		$17.2M Buy
39,858
+1,580
+4% +$708K 0.28% 81
2025
Q4 		$15.2M Sell
38,278
-866
-2% -$331K 0.26% 76
2025
Q3 		$13.9M Buy
39,144
+3,815
+11% +$1.22M 0.25% 81
2025
Q2 		$10.8M Buy
35,329
+1,542
+5% +$467K 0.21% 92
2025
Q1 		$9.74M Buy
33,787
+3,097
+10% +$819K 0.21% 90
2024
Q4 		$7.43M Buy
30,690
+5,259
+21% +$1.29M 0.17% 107
2024
Q3 		$6.18M Buy
25,431
+4,588
+22% +$1.05M 0.17% 101
2024
Q2 		$4.48M Buy
20,843
+5,145
+33% +$1.11M 0.14% 135
2024
Q1 		$3.23M Buy
15,698
+300
+2% +$57.6K 0.1% 181
2023
Q4 		$2.94M Buy
15,398
+1,064
+7% +$195K 0.1% 186
2023
Q3 		$2.46M Sell
14,334
-3,919
-21% -$701K 0.12% 158
2023
Q2 		$3.25M Buy
18,253
+2,074
+13% +$381K 0.16% 132
2023
Q1 		$2.96M Buy
16,179
+957
+6% +$168K 0.18% 114
2022
Q4 		$2.58M Sell
15,222
-452
-3% -$72.8K 0.18% 121
2022
Q3 		$2.42M Sell
15,674
-48
-0.3% -$7.72K 0.2% 112
2022
Q2 		$2.65M Sell
15,722
-3,999
-20% -$698K 0.22% 95
2022
Q1 		$3.56M Buy
19,721
+1,921
+11% +$337K 0.25% 82
2021
Q4 		$3.04M Buy
17,800
+1,502
+9% +$252K 0.23% 98
2021
Q3 		$2.68M Buy
16,298
+13,439
+470% +$2.25M 0.37% 52
2021
Q2 		$474K Buy
2,859
+53
+2% +$9.01K 0.08% 224
2021
Q1 		$449K Buy
2,806
+750
+36% +$126K 0.09% 215
2020
Q4 		$367K Buy
+2,056
New +$362K 0.1% 144
2020
Q3 		– Sell
-37
Closed -$6K – 358
2020
Q2 		$6K Buy
+37
New +$5.97K ﹤0.01% 540

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

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

Apollon Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, buying an estimated $284K and bringing the position to 40,544 shares worth $14.9M. The position accounts for 0.18% of the portfolio, ranked #108.

Apollon Wealth Management first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.2M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Apollon Wealth Management held 40,544 shares of SPDR Gold Trust worth $14.9M as of Q2 2026.
  • Apollon Wealth Management bought 686 SPDR Gold Trust shares in Q2 2026, an estimated $284K.
  • SPDR Gold Trust made up 0.18% of Apollon Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Apollon Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's SPDR Gold Trust position peaked at $17.2M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.