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

Brown 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	–	Sell	-516	Closed	-$222K	–	136
2026 Q1	$222K	Buy	516 +5	+1%	+$2.24K	0.06%	113
2025 Q4	$203K	Buy	+511	New	+$195K	0.05%	109
2024 Q4	–	Sell	-1,203	Closed	-$292K	–	92
2024 Q3	$292K	Hold	1,203	–	–	0.11%	69
2024 Q2	$259K	Hold	1,203	–	–	0.1%	73
2024 Q1	$247K	Buy	1,203 +115	+11%	+$22.1K	0.1%	77
2023 Q4	$208K	Buy	+1,088	New	+$199K	0.09%	82
2023 Q3	–	Sell	-1,173	Closed	-$209K	–	90
2023 Q2	$209K	Buy	+1,173	New	+$216K	0.11%	88

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Brown Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 516 shares — an estimated $222K sold.

Brown Wealth Management first reported a position in GLD in Q2 2023 and held it in 7 quarters. The position peaked at $292K in Q3 2024. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Brown Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Brown Wealth Management sold 516 SPDR Gold Trust shares in Q2 2026, an estimated $222K.
Brown Wealth Management first reported a position in SPDR Gold Trust in Q2 2023 and held it in 7 quarters.
Brown Wealth Management's SPDR Gold Trust position peaked at $292K in Q3 2024.
723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.