CWM
GLD icon

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

Centurion 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 		– Sell
-1,173
Closed -$505K – 297
2026
Q1 		$505K Hold
1,173
– – 0.11% 166
2025
Q4 		$465K Sell
1,173
-93
-7% -$35.5K 0.1% 169
2025
Q3 		$450K Hold
1,266
– – 0.1% 168
2025
Q2 		$386K Buy
1,266
+130
+11% +$39.4K 0.11% 147
2025
Q1 		$275K Hold
1,136
– – 0.09% 168
2024
Q4 		$275K Buy
1,136
+15
+1% +$3.69K 0.09% 168
2024
Q3 		$272K Buy
+1,121
New +$257K 0.09% 165

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Centurion Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 1,173 shares — an estimated $505K sold.

Centurion Wealth Management first reported a position in GLD in Q3 2024 and held it in 7 quarters. The position peaked at $505K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Centurion Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 1,173 SPDR Gold Trust shares in Q2 2026, an estimated $505K.
  • Centurion Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and held it in 7 quarters.
  • Centurion Wealth Management's SPDR Gold Trust position peaked at $505K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.