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Barnes Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Barnes Wealth Management 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 		$536K Sell
1,456
-375
-20% -$155K 0.25% 100
2026
Q1 		$788K Hold
1,831
– – 0.4% 68
2025
Q4 		$726K Sell
1,831
-225
-11% -$85.9K 0.39% 64
2025
Q3 		$731K Sell
2,056
-113
-5% -$36K 0.4% 61
2025
Q2 		$661K Sell
2,169
-161
-7% -$48.8K 0.39% 63
2025
Q1 		$671K Buy
2,330
+187
+9% +$49.5K 0.43% 58
2024
Q4 		$519K Buy
+2,143
New +$527K 0.35% 69

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

Barnes Wealth Management Group's GLD Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its SPDR Gold Trust (GLD) stake by 20% in Q2 2026, selling an estimated $155K and leaving 1,456 shares worth $536K. The position accounts for 0.25% of the portfolio, ranked #100.

Barnes Wealth Management Group first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $788K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Barnes Wealth Management Group held 1,456 shares of SPDR Gold Trust worth $536K as of Q2 2026.
  • Barnes Wealth Management Group sold 375 SPDR Gold Trust shares in Q2 2026, an estimated $155K.
  • SPDR Gold Trust made up 0.25% of Barnes Wealth Management Group's portfolio in Q2 2026, its #100 holding.
  • Barnes Wealth Management Group first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's SPDR Gold Trust position peaked at $788K in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.