BWS
GLD icon

Broadway Wealth Solutions’s SPDR Gold Trust GLD Stock Holding History

Broadway Wealth Solutions’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 		$360K Buy
978
+60
+7% +$24.9K 0.17% 50
2026
Q1 		$395K Sell
918
-230
-20% -$103K 0.2% 38
2025
Q4 		$455K Sell
1,148
-28
-2% -$10.7K 0.24% 35
2025
Q3 		$418K Sell
1,176
-3
-0.3% -$956 0.23% 37
2025
Q2 		$359K Buy
1,179
+96
+9% +$29.1K 0.22% 40
2025
Q1 		$312K Hold
1,083
– – 0.23% 48
2024
Q4 		$262K Buy
+1,083
New +$266K 0.2% 75

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Broadway Wealth Solutions's GLD Position: Q2 2026 in Review

Broadway Wealth Solutions increased its SPDR Gold Trust (GLD) stake by 6.5% in Q2 2026, buying an estimated $24.9K and bringing the position to 978 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #50.

Broadway Wealth Solutions first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Broadway Wealth Solutions held 978 shares of SPDR Gold Trust worth $360K as of Q2 2026.
  • Broadway Wealth Solutions bought 60 SPDR Gold Trust shares in Q2 2026, an estimated $24.9K.
  • SPDR Gold Trust made up 0.17% of Broadway Wealth Solutions's portfolio in Q2 2026, its #50 holding.
  • Broadway Wealth Solutions first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's SPDR Gold Trust position peaked at $455K in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.