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

Austin 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	$2.27M	Sell	6,161 -210	-3%	-$87K	0.48%	37
2026 Q1	$2.72M	Sell	6,371 -2,905	-31%	-$1.3M	0.62%	35
2025 Q4	$3.82M	Sell	9,276 -75	-0.8%	-$28.6K	0.56%	39
2025 Q3	$3.53M	Buy	9,351 +2,165	+30%	+$690K	0.55%	38
2025 Q2	$2.18M	Sell	7,186 -357	-5%	-$108K	0.39%	45
2025 Q1	$2.32M	Sell	7,543 -10	-0.1%	-$2.64K	0.47%	38
2024 Q4	$1.88M	Sell	7,553 -28	-0.4%	-$6.88K	0.39%	45
2024 Q3	$1.86M	Buy	7,581 +36	+0.5%	+$8.24K	0.41%	42
2024 Q2	$1.68M	Sell	7,545 -17	-0.2%	-$3.68K	0.39%	42
2024 Q1	$1.66M	Buy	7,562 +295	+4%	+$56.6K	0.41%	42
2023 Q4	$1.35M	Sell	7,267 -610	-8%	-$112K	0.36%	44
2023 Q3	$1.46M	Buy	+7,877	New	+$1.41M	0.45%	44

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Austin Wealth Management reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, selling an estimated $87K and leaving 6,161 shares worth $2.27M. The position accounts for 0.48% of the portfolio, ranked #37.

Austin Wealth Management first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.82M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Austin Wealth Management held 6,161 shares of SPDR Gold Trust worth $2.27M as of Q2 2026.
Austin Wealth Management sold 210 SPDR Gold Trust shares in Q2 2026, an estimated $87K.
SPDR Gold Trust made up 0.48% of Austin Wealth Management's portfolio in Q2 2026, its #37 holding.
Austin Wealth Management first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's SPDR Gold Trust position peaked at $3.82M in Q4 2025.
1,236 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.