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Burton Enright Welch’s SPDR Gold Trust GLD Stock Holding History

Burton Enright Welch’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 		$233K Buy
633
+120
+23% +$49.7K 0.03% 130
2026
Q1 		$221K Sell
513
-97
-16% -$43.4K 0.03% 130
2025
Q4 		$242K Hold
610
– – 0.03% 118
2025
Q3 		$217K Buy
+610
New +$194K 0.03% 123
2024
Q3 		– Sell
-1,328
Closed -$286K – 97
2024
Q2 		$286K Buy
+1,328
New +$287K 0.07% 81

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Burton Enright Welch's GLD Position: Q2 2026 in Review

Burton Enright Welch increased its SPDR Gold Trust (GLD) stake by 23% in Q2 2026, buying an estimated $49.7K and bringing the position to 633 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #130.

Burton Enright Welch first reported a position in GLD in Q2 2024 and has held it in 5 quarters since. The position peaked at $286K in Q2 2024. 1,376 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Burton Enright Welch held 633 shares of SPDR Gold Trust worth $233K as of Q2 2026.
  • Burton Enright Welch bought 120 SPDR Gold Trust shares in Q2 2026, an estimated $49.7K.
  • SPDR Gold Trust made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #130 holding.
  • Burton Enright Welch first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • Burton Enright Welch's SPDR Gold Trust position peaked at $286K in Q2 2024.
  • 1,376 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.