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Barlow Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Barlow Wealth Partners’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 		$616K Buy
1,646
+93
+6% +$38.5K 0.07% 80
2026
Q1 		$693K Sell
1,553
-25
-2% -$11.2K 0.08% 73
2025
Q4 		$654K Hold
1,578
– – 0.07% 73
2025
Q3 		$595K Sell
1,578
-105
-6% -$33.5K 0.07% 77
2025
Q2 		$520K Buy
1,683
+9
+0.5% +$2.73K 0.06% 78
2025
Q1 		$510K Hold
1,674
– – 0.07% 82
2024
Q4 		$417K Hold
1,674
– – 0.05% 89
2024
Q3 		$409K Hold
1,674
– – 0.05% 96
2024
Q2 		$371K Sell
1,674
-85
-5% -$18.4K 0.05% 101
2024
Q1 		$382K Sell
1,759
-529
-23% -$102K 0.05% 100
2023
Q4 		$437K Buy
+2,288
New +$419K 0.06% 92

Other funds holding GLD

MM
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Barlow Wealth Partners's GLD Position: Q2 2026 in Review

Barlow Wealth Partners increased its SPDR Gold Trust (GLD) stake by 6% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,646 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #80.

Barlow Wealth Partners first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $693K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Barlow Wealth Partners held 1,646 shares of SPDR Gold Trust worth $616K as of Q2 2026.
  • Barlow Wealth Partners bought 93 SPDR Gold Trust shares in Q2 2026, an estimated $38.5K.
  • SPDR Gold Trust made up 0.07% of Barlow Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Barlow Wealth Partners first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's SPDR Gold Trust position peaked at $693K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.