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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
  • 1,032 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.