AWM
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Aries Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Aries 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 		$5.21M Buy
14,130
+73
+0.5% +$30.2K 1.02% 25
2026
Q1 		$6.05M Sell
14,057
-441
-3% -$197K 1.33% 20
2025
Q4 		$5.75M Buy
14,498
+518
+4% +$198K 1.27% 19
2025
Q3 		$4.97M Buy
13,980
+103
+0.7% +$32.8K 1.18% 21
2025
Q2 		$4.23M Sell
13,877
-966
-7% -$293K 1.11% 25
2025
Q1 		$4.28M Buy
14,843
+330
+2% +$87.3K 1.16% 25
2024
Q4 		$3.51M Buy
14,513
+453
+3% +$111K 0.97% 27
2024
Q3 		$3.42M Buy
14,060
+499
+4% +$114K 0.94% 28
2024
Q2 		$2.92M Buy
13,561
+292
+2% +$63.2K 0.92% 30
2024
Q1 		$2.73M Buy
13,269
+504
+4% +$96.7K 0.88% 29
2023
Q4 		$2.44M Buy
12,765
+1,028
+9% +$188K 0.87% 31
2023
Q3 		$2.09M Sell
11,737
-93
-0.8% -$16.6K 0.82% 32
2023
Q2 		$2.11M Buy
11,830
+1,353
+13% +$249K 0.82% 31
2023
Q1 		$1.92M Buy
10,477
+191
+2% +$33.6K 0.79% 36
2022
Q4 		$1.74M Sell
10,286
-571
-5% -$92K 0.75% 42
2022
Q3 		$1.65M Buy
10,857
+549
+5% +$88.3K 0.73% 42
2022
Q2 		$1.74M Buy
+10,308
New +$1.8M 0.79% 38
2022
Q1 		– Sell
-7,461
Closed -$1.28M – 128
2021
Q4 		$1.28M Buy
7,461
+728
+11% +$122K 0.49% 57
2021
Q3 		$1.11M Buy
6,733
+740
+12% +$124K 0.47% 58
2021
Q2 		$993K Buy
5,993
+1,397
+30% +$237K 0.42% 63
2021
Q1 		$748K Buy
4,596
+828
+22% +$139K 0.34% 73
2020
Q4 		$653K Buy
3,768
+1,151
+44% +$203K 0.33% 70
2020
Q3 		$464K Buy
2,617
+352
+16% +$63.3K 0.26% 86
2020
Q2 		$379K Buy
2,265
+353
+18% +$56.9K 0.23% 89
2020
Q1 		$290K Buy
1,912
+40
+2% +$5.96K 0.22% 96
2019
Q4 		$276K Hold
1,872
– – 0.17% 120
2019
Q3 		$262K Buy
1,872
+148
+9% +$20.6K 0.17% 118
2019
Q2 		$228K Sell
1,724
-435
-20% -$53.8K 0.16% 133
2019
Q1 		$263K Buy
+2,159
New +$266K 0.2% 114

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

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

Aries Wealth Management increased its SPDR Gold Trust (GLD) stake by 0.52% in Q2 2026, buying an estimated $30.2K and bringing the position to 14,130 shares worth $5.21M. The position accounts for 1.02% of the portfolio, ranked #25.

Aries Wealth Management first reported a position in GLD in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.05M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Aries Wealth Management held 14,130 shares of SPDR Gold Trust worth $5.21M as of Q2 2026.
  • Aries Wealth Management bought 73 SPDR Gold Trust shares in Q2 2026, an estimated $30.2K.
  • SPDR Gold Trust made up 1.02% of Aries Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Aries Wealth Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 29 quarters since.
  • Aries Wealth Management's SPDR Gold Trust position peaked at $6.05M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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