Blue Zone Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Blue Zone Wealth Advisors’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	$572K	Buy	1,553 +28	+2%	+$11.6K	0.1%	77
2026 Q1	$656K	Hold	1,525	–	–	0.13%	73
2025 Q4	$604K	Hold	1,525	–	–	0.12%	88
2025 Q3	$542K	Buy	1,525 +120	+9%	+$38.2K	0.11%	83
2025 Q2	$428K	Sell	1,405 -50	-3%	-$15.1K	0.11%	76
2025 Q1	$419K	Sell	1,455 -60	-4%	-$15.9K	0.12%	75
2024 Q4	$367K	Hold	1,515	–	–	0.11%	80
2024 Q3	$368K	Sell	1,515 -130	-8%	-$29.8K	0.11%	75
2024 Q2	$354K	Buy	+1,645	New	+$356K	0.12%	70

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Blue Zone Wealth Advisors's GLD Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 1.8% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,553 shares worth $572K. The position accounts for 0.1% of the portfolio, ranked #77.

Blue Zone Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $656K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Blue Zone Wealth Advisors held 1,553 shares of SPDR Gold Trust worth $572K as of Q2 2026.
Blue Zone Wealth Advisors bought 28 SPDR Gold Trust shares in Q2 2026, an estimated $11.6K.
SPDR Gold Trust made up 0.1% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Blue Zone Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
Blue Zone Wealth Advisors's SPDR Gold Trust position peaked at $656K in Q1 2026.
554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.