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CogentBlue Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

CogentBlue Wealth Advisors’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 		$345K Buy
+936
New +$388K 0.2% 66

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CogentBlue Wealth Advisors's GLD Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 936 shares worth $345K. The stake represents 0.2% of the portfolio and ranks #66 among its holdings.

723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CogentBlue Wealth Advisors held 936 shares of SPDR Gold Trust worth $345K as of Q2 2026.
  • SPDR Gold Trust was a new CogentBlue Wealth Advisors position in Q2 2026.
  • SPDR Gold Trust made up 0.2% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.