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Clear Wave Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Clear Wave 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
-81,600
Closed -$35.1M – 202
2026
Q1 		$35.1M Buy
+81,600
New +$36.5M 7.59% 2

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 $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

Clear Wave Wealth Management's GLD Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $27.3K and leaving 4,785 shares worth $1.76M. The position accounts for 0.33% of the portfolio, ranked #55.

Clear Wave Wealth Management first reported a position in GLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.09M in Q1 2026. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Clear Wave Wealth Management held 4,785 shares of SPDR Gold Trust worth $1.76M as of Q2 2026.
  • Clear Wave Wealth Management sold 66 SPDR Gold Trust shares in Q2 2026, an estimated $27.3K.
  • SPDR Gold Trust made up 0.33% of Clear Wave Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Clear Wave Wealth Management first reported a position in SPDR Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Clear Wave Wealth Management's SPDR Gold Trust position peaked at $2.09M in Q1 2026.
  • 3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.