Congress Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Congress 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
2025 Q2	$11.5M	Buy	37,851 +6,053	+19%	+$1.83M	0.11%	219
2025 Q1	$9.12M	Buy	31,798 +10,357	+48%	+$2.74M	0.11%	225
2024 Q4	$5.19M	Buy	21,441 +1,181	+6%	+$290K	0.07%	280
2024 Q3	$4.92M	Buy	20,260 +19,294	+1,997%	+$4.42M	0.07%	296
2024 Q2	$208K	Sell	966 -15	-2%	-$3.24K	﹤0.01%	705
2024 Q1	$202K	Sell	981 -2,306	-70%	-$443K	﹤0.01%	573
2023 Q4	$628K	Buy	+3,287	New	+$602K	0.01%	438
2022 Q1	–	Sell	-1,603	Closed	-$274K	–	610
2021 Q4	$274K	Buy	+1,603	New	+$269K	0.01%	554

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's GLD Position: Q2 2025 in Review

Congress Wealth Management increased its SPDR Gold Trust (GLD) stake by 19% in Q2 2025, buying an estimated $1.83M and bringing the position to 37,851 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #219.

Congress Wealth Management first reported a position in GLD in Q4 2021 and has held it in 8 quarters since. 2,655 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Congress Wealth Management held 37,851 shares of SPDR Gold Trust worth $11.5M as of Q2 2025.
Congress Wealth Management bought 6,053 SPDR Gold Trust shares in Q2 2025, an estimated $1.83M.
SPDR Gold Trust made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #219 holding.
Congress Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 8 quarters since.
2,655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.