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Axim Planning & Wealth’s SPDR Gold Trust GLD Stock Holding History

Axim Planning & Wealth’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 		$204K Sell
555
-3
-0.5% -$1.24K 0.29% 87
2026
Q1 		$240K Buy
+558
New +$250K 0.29% 65

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

Axim Planning & Wealth's GLD Position: Q2 2026 in Review

Axim Planning & Wealth reduced its SPDR Gold Trust (GLD) stake by 0.54% in Q2 2026, selling an estimated $1.24K and leaving 555 shares worth $204K. The position accounts for 0.29% of the portfolio, ranked #87.

Axim Planning & Wealth first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Axim Planning & Wealth held 555 shares of SPDR Gold Trust worth $204K as of Q2 2026.
  • Axim Planning & Wealth sold 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
  • SPDR Gold Trust made up 0.29% of Axim Planning & Wealth's portfolio in Q2 2026, its #87 holding.
  • Axim Planning & Wealth first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Axim Planning & Wealth's SPDR Gold Trust position peaked at $240K in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.