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

Core 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	$497K	Buy	1,349 +32	+2%	+$13.3K	0.21%	104
2026 Q1	$567K	Buy	1,317 +178	+16%	+$79.7K	0.26%	85
2025 Q4	$451K	Buy	1,139 +1	+0.1%	+$382	0.2%	99
2025 Q3	$405K	Buy	1,138 +40	+4%	+$12.7K	0.19%	105
2025 Q2	$335K	Buy	1,098 +20	+2%	+$6.06K	0.17%	113
2025 Q1	$311K	Sell	1,078 -20	-2%	-$5.29K	0.18%	114
2024 Q4	$266K	Buy	1,098 +20	+2%	+$4.92K	0.15%	134
2024 Q3	$262K	Sell	1,078 -454	-30%	-$104K	0.16%	131
2024 Q2	$329K	Sell	1,532 -16	-1%	-$3.46K	0.23%	91
2024 Q1	$318K	Buy	1,548 +437	+39%	+$83.9K	0.24%	84
2023 Q4	$212K	Buy	+1,111	New	+$204K	0.17%	112
2023 Q3	–	Sell	-3,305	Closed	-$589K	–	110
2023 Q2	$589K	Buy	+3,305	New	+$607K	0.54%	45

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 $60.8B AUM 26.63% 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 Partners's GLD Position: Q2 2026 in Review

Core Wealth Partners increased its SPDR Gold Trust (GLD) stake by 2.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,349 shares worth $497K. The position accounts for 0.21% of the portfolio, ranked #104.

Core Wealth Partners first reported a position in GLD in Q2 2023 and has held it in 12 quarters since. The position peaked at $589K in Q2 2023. 3,028 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Core Wealth Partners held 1,349 shares of SPDR Gold Trust worth $497K as of Q2 2026.
Core Wealth Partners bought 32 SPDR Gold Trust shares in Q2 2026, an estimated $13.3K.
SPDR Gold Trust made up 0.21% of Core Wealth Partners's portfolio in Q2 2026, its #104 holding.
Core Wealth Partners first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 12 quarters since.
Core Wealth Partners's SPDR Gold Trust position peaked at $589K in Q2 2023.
3,028 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.