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

Concord 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 		$209K Hold
567
– – 0.02% 215
2026
Q1 		$244K Sell
567
-23
-4% -$10.3K 0.03% 182
2025
Q4 		$234K Buy
590
+87
+17% +$33.2K 0.03% 178
2025
Q3 		$179K Sell
503
-176
-26% -$56.1K 0.02% 202
2025
Q2 		$207K Buy
679
+132
+24% +$40K 0.03% 196
2025
Q1 		$158K Hold
547
– – 0.03% 206
2024
Q4 		$133K Sell
547
-140
-20% -$34.4K 0.02% 228
2024
Q3 		$167K Buy
687
+150
+28% +$34.4K 0.03% 217
2024
Q2 		$116K Sell
537
-150
-22% -$32.4K 0.02% 231
2024
Q1 		$141K Sell
687
-412
-37% -$79.1K 0.03% 238
2023
Q4 		$210K Sell
1,099
-7
-0.6% -$1.28K 0.04% 190
2023
Q3 		$190K Sell
1,106
-1
-0.1% -$179 0.04% 204
2023
Q2 		$197K Buy
1,107
+11
+1% +$2.02K 0.04% 197
2023
Q1 		$201K Hold
1,096
– – 0.06% 161
2022
Q4 		$186K Buy
+1,096
New +$177K 0.06% 168
2022
Q3 		– Sell
-975
Closed -$164K – 537
2022
Q2 		$164K Buy
975
+444
+84% +$77.5K 0.05% 183
2022
Q1 		$96K Sell
531
-443
-45% -$77.7K 0.02% 307
2021
Q4 		$167K Buy
+974
New +$164K 0.04% 214
2021
Q3 		– Sell
-2
Closed – – 950
2021
Q2 		$0 Buy
+2
New +$340 ﹤0.01% 1069

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Concord Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 567 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #215.

Concord Wealth Partners first reported a position in GLD in Q2 2021 and has held it in 19 quarters since. The position peaked at $244K in Q1 2026. 1,261 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Concord Wealth Partners held 567 shares of SPDR Gold Trust worth $209K as of Q2 2026.
  • Concord Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Concord Wealth Partners first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 19 quarters since.
  • Concord Wealth Partners's SPDR Gold Trust position peaked at $244K in Q1 2026.
  • 1,261 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.