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Compass Wealth Management (Georgia)’s SPDR Gold Trust GLD Stock Holding History

Compass Wealth Management (Georgia)’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 		$9.91M Sell
26,895
-467
-2% -$193K 3.95% 10
2026
Q1 		$11.8M Sell
27,362
-3,487
-11% -$1.56M 5.03% 6
2025
Q4 		$12.2M Sell
30,849
-433
-1% -$165K 5.03% 6
2025
Q3 		$11.1M Sell
31,282
-107
-0.3% -$34.1K 4.92% 5
2025
Q2 		$9.57M Buy
+31,389
New +$9.5M 5.12% 5

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Compass Wealth Management (Georgia)'s GLD Position: Q2 2026 in Review

Compass Wealth Management (Georgia) reduced its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, selling an estimated $193K and leaving 26,895 shares worth $9.91M. The position accounts for 3.95% of the portfolio, ranked #10.

Compass Wealth Management (Georgia) first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q4 2025. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Compass Wealth Management (Georgia) held 26,895 shares of SPDR Gold Trust worth $9.91M as of Q2 2026.
  • Compass Wealth Management (Georgia) sold 467 SPDR Gold Trust shares in Q2 2026, an estimated $193K.
  • SPDR Gold Trust made up 3.95% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #10 holding.
  • Compass Wealth Management (Georgia) first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s SPDR Gold Trust position peaked at $12.2M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.