Core Wealth Advisors (Florida)’s SPDR Gold Trust GLD Stock Holding History

Core Wealth Advisors (Florida)’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	$317K	Buy	861 +1	+0.1%	+$414	0.06%	104
2026 Q1	$370K	Hold	860	–	–	0.09%	82
2025 Q4	$341K	Sell	860 -176	-17%	-$67.2K	0.09%	70
2025 Q3	$368K	Buy	+1,036	New	+$330K	0.1%	67
2024 Q2	–	Sell	-62	Closed	-$12.8K	–	120
2024 Q1	$12.8K	Hold	62	–	–	﹤0.01%	169
2023 Q4	$11.9K	Hold	62	–	–	﹤0.01%	172
2023 Q3	$10.6K	Hold	62	–	–	﹤0.01%	155
2023 Q2	$11.1K	Hold	62	–	–	﹤0.01%	146
2023 Q1	$11.4K	Hold	62	–	–	﹤0.01%	143
2022 Q4	$10.5K	Hold	62	–	–	﹤0.01%	155
2022 Q3	$10K	Hold	62	–	–	0.01%	138
2022 Q2	$10K	Hold	62	–	–	0.01%	140
2022 Q1	$11K	Hold	62	–	–	0.01%	141
2021 Q4	$11K	Hold	62	–	–	0.01%	150
2021 Q3	$10K	Buy	+62	New	+$10.4K	0.01%	133

Other funds holding GLD

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GLD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its SPDR Gold Trust (GLD) stake by 0.12% in Q2 2026, buying an estimated $414 and bringing the position to 861 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #104.

Core Wealth Advisors (Florida) first reported a position in GLD in Q3 2021 and has held it in 15 quarters since. The position peaked at $370K in Q1 2026. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Core Wealth Advisors (Florida) held 861 shares of SPDR Gold Trust worth $317K as of Q2 2026.
Core Wealth Advisors (Florida) bought 1 SPDR Gold Trust share in Q2 2026, an estimated $414.
SPDR Gold Trust made up 0.06% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #104 holding.
Core Wealth Advisors (Florida) first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 15 quarters since.
Core Wealth Advisors (Florida)'s SPDR Gold Trust position peaked at $370K in Q1 2026.
3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.