CWM
GLD icon

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

Cedar 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 		$248K Hold
673
– – 0.06% 80
2026
Q1 		$290K Sell
673
-22
-3% -$9.85K 0.08% 70
2025
Q4 		$275K Sell
695
-120
-15% -$45.8K 0.08% 69
2025
Q3 		$290K Hold
815
– – 0.09% 69
2025
Q2 		$248K Sell
815
-622
-43% -$188K 0.08% 73
2025
Q1 		$414K Hold
1,437
– – 0.15% 53
2024
Q4 		$348K Sell
1,437
-619
-30% -$152K 0.13% 56
2024
Q3 		$500K Sell
2,056
-866
-30% -$198K 0.16% 68
2024
Q2 		$628K Sell
2,922
-726
-20% -$157K 0.2% 64
2024
Q1 		$750K Sell
3,648
-1,239
-25% -$238K 0.25% 52
2023
Q4 		$934K Hold
4,887
– – 0.34% 39
2023
Q3 		$838K Hold
4,887
– – 0.33% 42
2023
Q2 		$871K Buy
4,887
+82
+2% +$15.1K 0.34% 40
2023
Q1 		$880K Hold
4,805
– – 0.36% 39
2022
Q4 		$815K Sell
4,805
-1,788
-27% -$288K 0.4% 35
2022
Q3 		$1.02M Hold
6,593
– – 0.51% 34
2022
Q2 		$1.11M Sell
6,593
-4,832
-42% -$844K 0.51% 32
2022
Q1 		$2.06M Buy
11,425
+2,399
+27% +$421K 0.83% 25
2021
Q4 		$1.54M Buy
9,026
+671
+8% +$113K 0.62% 32
2021
Q3 		$1.37M Buy
8,355
+44
+0.5% +$7.37K 0.61% 33
2021
Q2 		$1.38M Buy
8,311
+1,982
+31% +$337K 0.62% 32
2021
Q1 		$1.01M Sell
6,329
-1,139
-15% -$191K 0.5% 41
2020
Q4 		$1.33M Buy
7,468
+685
+10% +$121K 0.71% 30
2020
Q3 		$1.2M Sell
6,783
-33
-0.5% -$5.93K 0.75% 22
2020
Q2 		$1.14M Sell
6,816
-1,480
-18% -$239K 0.77% 21
2020
Q1 		$1.23M Sell
8,296
-2,868
-26% -$427K 0.83% 17
2019
Q4 		$1.59M Buy
11,164
+607
+6% +$84.8K 0.94% 8
2019
Q3 		$1.47M Buy
10,557
+974
+10% +$135K 0.98% 11
2019
Q2 		$1.28M Buy
9,583
+381
+4% +$47.1K 0.83% 13
2019
Q1 		$1.12M Buy
9,202
+824
+10% +$102K 0.7% 13
2018
Q4 		$1.02M Sell
8,378
-60
-0.7% -$6.97K 0.73% 14
2018
Q3 		$951K Buy
8,438
+3,099
+58% +$356K 0.5% 16
2018
Q2 		$633K Sell
5,339
-3
-0.1% -$371 0.36% 17
2018
Q1 		$672K Buy
5,342
+173
+3% +$21.8K 0.42% 13
2017
Q4 		$639K Buy
5,169
+646
+14% +$78.3K 0.38% 15
2017
Q3 		$550K Buy
4,523
+280
+7% +$34K 0.33% 18
2017
Q2 		$501K Buy
4,243
+445
+12% +$53.3K 0.33% 16
2017
Q1 		$451K Buy
3,798
+5
+0.1% +$581 0.28% 16
2016
Q4 		$416K Buy
3,793
+1,275
+51% +$148K 0.28% 16
2016
Q3 		$316K Buy
2,518
+140
+6% +$17.8K 0.22% 20
2016
Q2 		$301K Buy
2,378
+1,263
+113% +$152K 0.19% 21
2016
Q1 		$131K Buy
+1,115
New +$126K 0.09% 40

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

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

Cedar Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 673 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #80.

Cedar Wealth Management first reported a position in GLD in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.06M in Q1 2022. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cedar Wealth Management held 673 shares of SPDR Gold Trust worth $248K as of Q2 2026.
  • Cedar Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.06% of Cedar Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Cedar Wealth Management first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 42 quarters since.
  • Cedar Wealth Management's SPDR Gold Trust position peaked at $2.06M in Q1 2022.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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