Channel Wealth’s SPDR Gold Trust GLD Stock Holding History

Channel Wealth’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	$361K	Sell	980 -14	-1%	-$5.8K	0.08%	129
2026 Q1	$428K	Sell	994 -1,360	-58%	-$609K	0.1%	106
2025 Q4	$933K	Sell	2,354 -140	-6%	-$53.5K	0.24%	70
2025 Q3	$887K	Buy	2,494 +73	+3%	+$23.3K	0.24%	69
2025 Q2	$738K	Sell	2,421 -50	-2%	-$15.1K	0.21%	75
2025 Q1	$712K	Sell	2,471 -10	-0.4%	-$2.64K	0.22%	79
2024 Q4	$601K	Hold	2,481	–	–	0.2%	88
2024 Q3	$603K	Buy	2,481 +2	+0.1%	+$458	0.2%	84
2024 Q2	$533K	Buy	2,479 +18	+0.7%	+$3.89K	0.19%	89
2024 Q1	$506K	Sell	2,461 -277	-10%	-$53.2K	0.2%	85
2023 Q4	$523K	Buy	2,738 +1,001	+58%	+$183K	0.25%	82
2023 Q3	$298K	Sell	1,737 -665	-28%	-$119K	0.17%	118
2023 Q2	$428K	Buy	2,402 +637	+36%	+$117K	0.25%	107
2023 Q1	$323K	Buy	+1,765	New	+$311K	0.21%	121

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Channel Wealth's GLD Position: Q2 2026 in Review

Channel Wealth reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $5.8K and leaving 980 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #129.

Channel Wealth first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $933K in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Channel Wealth held 980 shares of SPDR Gold Trust worth $361K as of Q2 2026.
Channel Wealth sold 14 SPDR Gold Trust shares in Q2 2026, an estimated $5.8K.
SPDR Gold Trust made up 0.08% of Channel Wealth's portfolio in Q2 2026, its #129 holding.
Channel Wealth first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's SPDR Gold Trust position peaked at $933K in Q4 2025.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.