CWP
GLD icon

Clark Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Clark Wealth Partners’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 		$1.21M Sell
3,276
-11
-0.3% -$4.56K 0.68% 22
2026
Q1 		$1.41M Sell
3,287
-37
-1% -$16.6K 0.95% 12
2025
Q4 		$1.32M Hold
3,324
– – 0.8% 16
2025
Q3 		$1.32M Buy
3,324
+48
+1% +$15.3K 0.8% 16
2025
Q2 		$999K Sell
3,276
-10,727
-77% -$3.25M 0.67% 21
2025
Q1 		$4.03M Sell
14,003
-1,551
-10% -$410K 2.99% 10
2024
Q4 		$3.77M Buy
+15,554
New +$3.82M 2.92% 9

Other funds holding GLD

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 $59.9B AUM 27.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Wealth Partners's GLD Position: Q2 2026 in Review

Clark Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 0.33% in Q2 2026, selling an estimated $4.56K and leaving 3,276 shares worth $1.21M. The position accounts for 0.68% of the portfolio, ranked #22.

Clark Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.03M in Q1 2025. 2,911 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Clark Wealth Partners held 3,276 shares of SPDR Gold Trust worth $1.21M as of Q2 2026.
  • Clark Wealth Partners sold 11 SPDR Gold Trust shares in Q2 2026, an estimated $4.56K.
  • SPDR Gold Trust made up 0.68% of Clark Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Clark Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's SPDR Gold Trust position peaked at $4.03M in Q1 2025.
  • 2,911 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.