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ARS Wealth Advisors Group’s SPDR Gold Trust GLD Stock Holding History

ARS Wealth Advisors Group’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 		$19.3M Sell
52,465
-1,436
-3% -$595K 1.51% 16
2026
Q1 		$23.2M Sell
53,901
-5,377
-9% -$2.41M 1.96% 15
2025
Q4 		$23.5M Sell
59,278
-823
-1% -$314K 2.12% 14
2025
Q3 		$21.4M Sell
60,101
-1,315
-2% -$419K 2.11% 14
2025
Q2 		$18.7M Sell
61,416
-4,536
-7% -$1.37M 2.16% 16
2025
Q1 		$19M Sell
65,952
-3,404
-5% -$900K 2.68% 14
2024
Q4 		$16.8M Sell
69,356
-251
-0.4% -$61.7K 2.31% 15
2024
Q3 		$16.9M Sell
69,607
-361
-0.5% -$82.7K 2.08% 19
2024
Q2 		$15M Buy
69,968
+156
+0.2% +$33.7K 1.95% 20
2024
Q1 		$14.4M Sell
69,812
-5,868
-8% -$1.13M 1.94% 19
2023
Q4 		$14.5M Sell
75,680
-14,400
-16% -$2.64M 2.14% 16
2023
Q3 		$15.4M Buy
90,080
+1,108
+1% +$198K 2.53% 11
2023
Q2 		$15.9M Buy
88,972
+8,060
+10% +$1.48M 2.52% 10
2023
Q1 		$14.8M Buy
80,912
+2,610
+3% +$459K 2.73% 10
2022
Q4 		$13.3M Buy
78,302
+1,587
+2% +$256K 2.19% 11
2022
Q3 		$11.9M Buy
76,715
+1,969
+3% +$317K 1.81% 15
2022
Q2 		$12.6M Buy
74,746
+8,299
+12% +$1.45M 1.73% 16
2022
Q1 		$12M Buy
66,447
+1,407
+2% +$247K 2.09% 18
2021
Q4 		$11.1M Sell
65,040
-777
-1% -$130K 1.87% 19
2021
Q3 		$10.8M Buy
+65,817
New +$11M 1.96% 18

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

ARS Wealth Advisors Group's GLD Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its SPDR Gold Trust (GLD) stake by 2.7% in Q2 2026, selling an estimated $595K and leaving 52,465 shares worth $19.3M. The position accounts for 1.51% of the portfolio, ranked #16.

ARS Wealth Advisors Group first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $23.5M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • ARS Wealth Advisors Group held 52,465 shares of SPDR Gold Trust worth $19.3M as of Q2 2026.
  • ARS Wealth Advisors Group sold 1,436 SPDR Gold Trust shares in Q2 2026, an estimated $595K.
  • SPDR Gold Trust made up 1.51% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #16 holding.
  • ARS Wealth Advisors Group first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's SPDR Gold Trust position peaked at $23.5M in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.