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Carolinas Wealth Consulting’s SPDR Gold Trust GLD Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-5,124
Closed -$1.48M – 364
2025
Q1 		$1.48M Buy
5,124
+7
+0.1% +$1.85K 0.32% 51
2024
Q4 		$1.24M Sell
5,117
-8
-0.2% -$1.97K 0.24% 56
2024
Q3 		$1.25M Hold
5,125
– – 0.23% 60
2024
Q2 		$1.1M Sell
5,125
-4
-0.1% -$865 0.21% 64
2024
Q1 		$1.06M Sell
5,129
-602
-11% -$116K 0.21% 63
2023
Q4 		$1.1M Sell
5,731
-730
-11% -$134K 0.24% 56
2023
Q3 		$1.19M Sell
6,461
-150
-2% -$26.8K 0.3% 48
2023
Q2 		$1.18M Buy
6,611
+75
+1% +$13.8K 0.23% 62
2023
Q1 		$1.2M Buy
6,536
+1,351
+26% +$238K 0.25% 60
2022
Q4 		$880K Sell
5,185
-604
-10% -$97.3K 0.2% 65
2022
Q3 		$895K Sell
5,789
-121
-2% -$19.5K 0.23% 53
2022
Q2 		$996K Buy
5,910
+25
+0.4% +$4.37K 0.25% 50
2022
Q1 		$1.06M Buy
5,885
+225
+4% +$39.5K 0.23% 55
2021
Q4 		$968K Sell
5,660
-880
-13% -$148K 0.21% 56
2021
Q3 		$1.07M Sell
6,540
-139
-2% -$23.3K 0.25% 52
2021
Q2 		$1.11M Sell
6,679
-1
-0% -$170 0.24% 51
2021
Q1 		$1.07M Sell
6,680
-215
-3% -$36.1K 0.26% 49
2020
Q4 		$1.23M Buy
6,895
+647
+10% +$114K 0.33% 43
2020
Q3 		$1.11M Buy
6,248
+1,300
+26% +$234K 0.37% 41
2020
Q2 		$828K Sell
4,948
-23
-0.5% -$3.71K 0.33% 44
2020
Q1 		$737K Buy
+4,971
New +$740K 0.4% 42

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's GLD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 5,124 shares — an estimated $1.48M sold.

Carolinas Wealth Consulting first reported a position in GLD in Q1 2020 and held it in 21 quarters. The position peaked at $1.48M in Q1 2025. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,124 SPDR Gold Trust shares in Q2 2025, an estimated $1.48M.
  • Carolinas Wealth Consulting first reported a position in SPDR Gold Trust in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's SPDR Gold Trust position peaked at $1.48M in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.