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

Cadence 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 		$14M Buy
38,072
+648
+2% +$268K 6.28% 6
2026
Q1 		$16.1M Buy
37,424
+242
+0.7% +$108K 6.72% 5
2025
Q4 		$14.7M Sell
37,182
-139
-0.4% -$53.1K 7.11% 4
2025
Q3 		$13.3M Buy
37,321
+537
+1% +$171K 6.95% 5
2025
Q2 		$11.2M Buy
36,784
+884
+2% +$268K 7.42% 4
2025
Q1 		$10.3M Sell
35,900
-17,888
-33% -$4.73M 7.65% 4
2024
Q4 		$13M Sell
53,788
-9,682
-15% -$2.38M 8.63% 4
2024
Q3 		$15.4M Buy
63,470
+449
+0.7% +$103K 12.54% 3
2024
Q2 		$13.6M Sell
63,021
-10,872
-15% -$2.35M 9.47% 5
2024
Q1 		$15.2M Sell
73,893
-17,347
-19% -$3.33M 15.64% 2
2023
Q4 		$17.4M Buy
91,240
+131
+0.1% +$24K 13.69% 4
2023
Q3 		$15.6M Sell
91,109
-2,393
-3% -$428K 12.97% 3
2023
Q2 		$16.7M Sell
93,502
-3,524
-4% -$648K 16.14% 2
2023
Q1 		$17.8M Buy
97,026
+15,348
+19% +$2.7M 18.1% 3
2022
Q4 		$13.9M Sell
81,678
-24,228
-23% -$3.9M 11.88% 3
2022
Q3 		$16.4M Buy
105,906
+1,346
+1% +$216K 15.39% 2
2022
Q2 		$17.6M Buy
104,560
+29,085
+39% +$5.08M 18.26% 2
2022
Q1 		$13.6M Buy
75,475
+1,570
+2% +$275K 10.47% 4
2021
Q4 		$12.6M Buy
73,905
+726
+1% +$122K 13.87% 4
2021
Q3 		$12M Buy
73,179
+25,827
+55% +$4.32M 13.59% 3
2021
Q2 		$7.84M Sell
47,352
-23,919
-34% -$4.06M 6.62% 6
2021
Q1 		$11.4M Buy
+71,271
New +$12M 10.3% 5

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

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

Cadence Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, buying an estimated $268K and bringing the position to 38,072 shares worth $14M. The position accounts for 6.28% of the portfolio, ranked #6.

Cadence Wealth Management first reported a position in GLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.8M in Q1 2023. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cadence Wealth Management held 38,072 shares of SPDR Gold Trust worth $14M as of Q2 2026.
  • Cadence Wealth Management bought 648 SPDR Gold Trust shares in Q2 2026, an estimated $268K.
  • SPDR Gold Trust made up 6.28% of Cadence Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Cadence Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Cadence Wealth Management's SPDR Gold Trust position peaked at $17.8M in Q1 2023.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.