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ARQ Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

ARQ Wealth Advisors’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 		$1.37M Buy
+3,618
New +$1.5M 0.17% 106
2021
Q3 		– Sell
-2,352
Closed -$390K – 52
2021
Q2 		$390K Hold
2,352
– – 0.25% 41
2021
Q1 		$376K Sell
2,352
-62
-3% -$10.4K 0.24% 41
2020
Q4 		$431K Hold
2,414
– – 0.27% 37
2020
Q3 		$428K Sell
2,414
-23
-0.9% -$4.13K 0.41% 31
2020
Q2 		$408K Sell
2,437
-7
-0.3% -$1.13K 0.4% 30
2020
Q1 		$362K Buy
+2,444
New +$364K 0.41% 31

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

ARQ Wealth Advisors's GLD Position: Q2 2026 in Review

ARQ Wealth Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 3,618 shares worth $1.37M. The stake represents 0.17% of the portfolio and ranks #106 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in GLD as recently as Q2 2021.

ARQ Wealth Advisors first reported a position in GLD in Q1 2020 and has held it in 7 quarters since. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • ARQ Wealth Advisors held 3,618 shares of SPDR Gold Trust worth $1.37M as of Q2 2026.
  • SPDR Gold Trust was a new ARQ Wealth Advisors position in Q2 2026.
  • SPDR Gold Trust made up 0.17% of ARQ Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • ARQ Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 7 quarters since.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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