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

Connecticut 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 		$848K Buy
2,302
+190
+9% +$78.7K 0.03% 184
2026
Q1 		$909K Buy
2,112
+147
+7% +$65.8K 0.04% 166
2025
Q4 		$779K Sell
1,965
-48
-2% -$18.3K 0.03% 181
2025
Q3 		$715K Buy
+2,013
New +$641K 0.03% 189

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Connecticut Wealth Management's GLD Position: Q2 2026 in Review

Connecticut Wealth Management increased its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, buying an estimated $78.7K and bringing the position to 2,302 shares worth $848K. The position accounts for 0.03% of the portfolio, ranked #184.

Connecticut Wealth Management first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $909K in Q1 2026. 1,330 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Connecticut Wealth Management held 2,302 shares of SPDR Gold Trust worth $848K as of Q2 2026.
  • Connecticut Wealth Management bought 190 SPDR Gold Trust shares in Q2 2026, an estimated $78.7K.
  • SPDR Gold Trust made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Connecticut Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's SPDR Gold Trust position peaked at $909K in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.