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

CCG 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 		$2.57M Sell
6,983
-86
-1% -$35.6K 0.6% 30
2026
Q1 		$3.04M Buy
7,069
+3,209
+83% +$1.44M 0.82% 22
2025
Q4 		$1.53M Sell
3,860
-2,990
-44% -$1.14M 0.66% 27
2025
Q3 		$2.43M Buy
6,850
+3,000
+78% +$956K 1.15% 17
2025
Q2 		$1.17M Hold
3,850
– – 0.62% 29
2025
Q1 		$1.11M Buy
3,850
+2,842
+282% +$752K 0.66% 28
2024
Q4 		$244K Sell
1,008
-2,469
-71% -$607K 0.14% 62
2024
Q3 		$845K Sell
3,477
-524
-13% -$120K 0.47% 35
2024
Q2 		$860K Buy
4,001
+46
+1% +$9.95K 0.49% 34
2024
Q1 		$814K Buy
+3,955
New +$759K 0.49% 32

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

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

CCG Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q2 2026, selling an estimated $35.6K and leaving 6,983 shares worth $2.57M. The position accounts for 0.6% of the portfolio, ranked #30.

CCG Wealth Management first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.04M in Q1 2026. 3,034 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CCG Wealth Management held 6,983 shares of SPDR Gold Trust worth $2.57M as of Q2 2026.
  • CCG Wealth Management sold 86 SPDR Gold Trust shares in Q2 2026, an estimated $35.6K.
  • SPDR Gold Trust made up 0.6% of CCG Wealth Management's portfolio in Q2 2026, its #30 holding.
  • CCG Wealth Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • CCG Wealth Management's SPDR Gold Trust position peaked at $3.04M in Q1 2026.
  • 3,034 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.