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

Axxcess 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 		$16.6M Sell
45,173
-848
-2% -$351K 0.26% 80
2026
Q1 		$19.8M Sell
46,021
-1,141
-2% -$511K 0.63% 39
2025
Q4 		$18.7M Buy
47,162
+7,076
+18% +$2.7M 0.32% 62
2025
Q3 		$14.2M Sell
40,086
-35
-0.1% -$11.2K 0.3% 68
2025
Q2 		$12.2M Buy
40,121
+80
+0.2% +$24.2K 0.29% 73
2025
Q1 		$11.5M Sell
40,041
-8,986
-18% -$2.38M 0.31% 67
2024
Q4 		$11.9M Buy
49,027
+1,176
+2% +$289K 0.29% 67
2024
Q3 		$11.6M Buy
47,851
+5,073
+12% +$1.16M 0.29% 68
2024
Q2 		$9.2M Buy
42,778
+2,596
+6% +$561K 0.24% 75
2024
Q1 		$8.27M Sell
40,182
-5,949
-13% -$1.14M 0.23% 82
2023
Q4 		$8.82M Buy
46,131
+10,729
+30% +$1.97M 0.26% 82
2023
Q3 		$6.07M Buy
35,402
+639
+2% +$114K 0.21% 97
2023
Q2 		$6.2M Buy
34,763
+1,722
+5% +$316K 0.45% 50
2023
Q1 		$6.05M Buy
33,041
+4,098
+14% +$721K 0.46% 49
2022
Q4 		$4.91M Sell
28,943
-2,872
-9% -$463K 0.41% 52
2022
Q3 		$4.92M Sell
31,815
-1,858
-6% -$299K 0.47% 43
2022
Q2 		$5.67M Buy
+33,673
New +$5.88M 0.52% 38
2022
Q1 		– Sell
-11,830
Closed -$2.08M – 667
2021
Q4 		$2.02M Buy
+11,830
New +$1.99M 0.15% 122

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

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

Axxcess Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.8% in Q2 2026, selling an estimated $351K and leaving 45,173 shares worth $16.6M. The position accounts for 0.26% of the portfolio, ranked #80.

Axxcess Wealth Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.8M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Axxcess Wealth Management held 45,173 shares of SPDR Gold Trust worth $16.6M as of Q2 2026.
  • Axxcess Wealth Management sold 848 SPDR Gold Trust shares in Q2 2026, an estimated $351K.
  • SPDR Gold Trust made up 0.26% of Axxcess Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Axxcess Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's SPDR Gold Trust position peaked at $19.8M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.