Brown Miller Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Brown Miller 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	$587K	Buy	1,594 +91	+6%	+$37.7K	0.15%	113
2026 Q1	$647K	Hold	1,503	–	–	0.18%	93
2025 Q4	$596K	Hold	1,503	–	–	0.16%	98
2025 Q3	$534K	Hold	1,503	–	–	0.15%	108
2025 Q2	$458K	Hold	1,503	–	–	0.14%	113
2025 Q1	$433K	Buy	+1,503	New	+$397K	0.15%	113

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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Brown Miller Wealth Management's GLD Position: Q2 2026 in Review

Brown Miller Wealth Management increased its SPDR Gold Trust (GLD) stake by 6.1% in Q2 2026, buying an estimated $37.7K and bringing the position to 1,594 shares worth $587K. The position accounts for 0.15% of the portfolio, ranked #113.

Brown Miller Wealth Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $647K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Brown Miller Wealth Management held 1,594 shares of SPDR Gold Trust worth $587K as of Q2 2026.
Brown Miller Wealth Management bought 91 SPDR Gold Trust shares in Q2 2026, an estimated $37.7K.
SPDR Gold Trust made up 0.15% of Brown Miller Wealth Management's portfolio in Q2 2026, its #113 holding.
Brown Miller Wealth Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Brown Miller Wealth Management's SPDR Gold Trust position peaked at $647K in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.