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

Cahaba 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 		$673K Sell
1,826
-301
-14% -$125K 0.04% 82
2026
Q1 		$915K Sell
2,127
-117
-5% -$52.4K 0.06% 59
2025
Q4 		$889K Buy
2,244
+539
+32% +$206K 0.06% 61
2025
Q3 		$606K Sell
1,705
-33
-2% -$10.5K 0.04% 81
2025
Q2 		$530K Sell
1,738
-116
-6% -$35.1K 0.04% 88
2025
Q1 		$534K Sell
1,854
-38
-2% -$10K 0.04% 86
2024
Q4 		$458K Buy
1,892
+995
+111% +$245K 0.04% 93
2024
Q3 		$218K Sell
897
-458
-34% -$105K 0.02% 137
2024
Q2 		$291K Sell
1,355
-42
-3% -$9.08K 0.03% 116
2024
Q1 		$287K Buy
1,397
+64
+5% +$12.3K 0.03% 121
2023
Q4 		$255K Hold
1,333
– – 0.03% 122
2023
Q3 		$228K Sell
1,333
-232
-15% -$41.5K 0.03% 131
2023
Q2 		$279K Buy
1,565
+155
+11% +$28.5K 0.03% 112
2023
Q1 		$258K Hold
1,410
– – 0.03% 119
2022
Q4 		$239K Buy
+1,410
New +$227K 0.03% 126
2022
Q3 		– Sell
-2,180
Closed -$367K – 133
2022
Q2 		$367K Buy
2,180
+790
+57% +$138K 0.05% 89
2022
Q1 		$245K Buy
+1,390
New +$244K 0.03% 128
2019
Q3 		– Sell
-1,527
Closed -$203K – 76
2019
Q2 		$203K Buy
+1,527
New +$189K 0.05% 69
2019
Q1 		– Sell
-2,450
Closed -$297K – 73
2018
Q4 		$297K Sell
2,450
-386
-14% -$44.8K 0.09% 60
2018
Q3 		$319K Sell
2,836
-515
-15% -$59.1K 0.1% 57
2018
Q2 		$390K Sell
3,351
-991
-23% -$123K 0.14% 51
2018
Q1 		$552K Sell
4,342
-567
-12% -$71.5K 0.22% 37
2017
Q4 		$606K Sell
4,909
-70
-1% -$8.49K 0.25% 39
2017
Q3 		$605K Buy
+4,979
New +$605K 0.28% 38

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

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

Cahaba Wealth Management reduced its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, selling an estimated $125K and leaving 1,826 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #82.

Cahaba Wealth Management first reported a position in GLD in Q3 2017 and has held it in 24 quarters since. The position peaked at $915K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cahaba Wealth Management held 1,826 shares of SPDR Gold Trust worth $673K as of Q2 2026.
  • Cahaba Wealth Management sold 301 SPDR Gold Trust shares in Q2 2026, an estimated $125K.
  • SPDR Gold Trust made up 0.04% of Cahaba Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Cahaba Wealth Management first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 24 quarters since.
  • Cahaba Wealth Management's SPDR Gold Trust position peaked at $915K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.