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Buck Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Buck Wealth Strategies’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 		$1,000K Sell
2,713
-294
-10% -$122K 0.1% 94
2026
Q1 		$1.29M Sell
3,007
-338
-10% -$151K 0.16% 66
2025
Q4 		$1.33M Sell
3,345
-480
-13% -$183K 0.17% 64
2025
Q3 		$1.36M Sell
3,825
-331
-8% -$105K 0.19% 62
2025
Q2 		$1.27M Buy
4,156
+1,085
+35% +$329K 0.19% 59
2025
Q1 		$885K Sell
3,071
-38,738
-93% -$10.2M 0.16% 75
2024
Q4 		$10.1M Buy
41,809
+15,511
+59% +$3.81M 2.1% 18
2024
Q3 		$6.39M Sell
26,298
-1,915
-7% -$439K 2.01% 28
2024
Q2 		$6.07M Buy
28,213
+26,849
+1,968% +$5.81M 1.79% 34
2024
Q1 		$280K Sell
1,364
-23,031
-94% -$4.42M 0.1% 70
2023
Q4 		$4.66M Buy
24,395
+286
+1% +$52.4K 1.73% 35
2023
Q3 		$4.13M Buy
24,109
+1,231
+5% +$220K 1.66% 37
2023
Q2 		$4.08M Buy
22,878
+1,294
+6% +$238K 1.77% 29
2023
Q1 		$3.95M Buy
+21,584
New +$3.8M 1.93% 28
2022
Q3 		$3.35M Buy
+19,517
New +$3.14M 1.57% 39

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

Buck Wealth Strategies's GLD Position: Q2 2026 in Review

Buck Wealth Strategies reduced its SPDR Gold Trust (GLD) stake by 9.8% in Q2 2026, selling an estimated $122K and leaving 2,713 shares worth $1,000K. The position accounts for 0.1% of the portfolio, ranked #94.

Buck Wealth Strategies first reported a position in GLD in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2024. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Buck Wealth Strategies held 2,713 shares of SPDR Gold Trust worth $1,000K as of Q2 2026.
  • Buck Wealth Strategies sold 294 SPDR Gold Trust shares in Q2 2026, an estimated $122K.
  • SPDR Gold Trust made up 0.1% of Buck Wealth Strategies's portfolio in Q2 2026, its #94 holding.
  • Buck Wealth Strategies first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 15 quarters since.
  • Buck Wealth Strategies's SPDR Gold Trust position peaked at $10.1M in Q4 2024.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.