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

Aprio 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 		$2.41M Buy
6,544
+166
+3% +$68.8K 0.12% 127
2026
Q1 		$2.74M Sell
6,378
-260
-4% -$116K 0.15% 97
2025
Q4 		$2.63M Buy
6,638
+731
+12% +$279K 0.15% 101
2025
Q3 		$2.1M Sell
5,907
-3
-0.1% -$956 0.21% 74
2025
Q2 		$1.8M Sell
5,910
-216
-4% -$65.4K 0.2% 73
2025
Q1 		$1.77M Sell
6,126
-84
-1% -$22.2K 0.22% 74
2024
Q4 		$1.5M Buy
6,210
+206
+3% +$50.6K 0.22% 66
2024
Q3 		$1.46M Sell
6,004
-25
-0.4% -$5.72K 0.23% 60
2024
Q2 		$1.3M Sell
6,029
-204
-3% -$44.1K 0.24% 58
2024
Q1 		$1.28M Buy
+6,233
New +$1.2M 0.25% 50
2022
Q3 		– Sell
-1,908
Closed -$321K – 117
2022
Q2 		$321K Sell
1,908
-21,084
-92% -$3.68M 0.13% 65
2022
Q1 		$4.15M Buy
22,992
+14,969
+187% +$2.63M 1.58% 17
2021
Q4 		$1.37M Sell
8,023
-2,303
-22% -$387K 0.57% 31
2021
Q3 		$1.7M Sell
10,326
-395
-4% -$66.1K 0.77% 28
2021
Q2 		$1.78M Buy
+10,721
New +$1.82M 0.84% 25
2020
Q4 		$2.39M Buy
13,414
+110
+0.8% +$19.4K 1.58% 14
2020
Q3 		$2.36M Sell
13,304
-484
-4% -$87K 1.67% 14
2020
Q2 		$2.31M Sell
13,788
-2,570
-16% -$415K 2.23% 11
2020
Q1 		$2.42M Buy
+16,358
New +$2.44M 3.07% 6

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

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

Aprio Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.6% in Q2 2026, buying an estimated $68.8K and bringing the position to 6,544 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #127.

Aprio Wealth Management first reported a position in GLD in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.15M in Q1 2022. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Aprio Wealth Management held 6,544 shares of SPDR Gold Trust worth $2.41M as of Q2 2026.
  • Aprio Wealth Management bought 166 SPDR Gold Trust shares in Q2 2026, an estimated $68.8K.
  • SPDR Gold Trust made up 0.12% of Aprio Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Aprio Wealth Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 19 quarters since.
  • Aprio Wealth Management's SPDR Gold Trust position peaked at $4.15M in Q1 2022.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.