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

Corepath 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 		$9.27M Sell
24,765
-262
-1% -$109K 5.78% 5
2026
Q1 		$10.9M Sell
25,027
-1,147
-4% -$514K 7.33% 4
2025
Q4 		$11.1M Sell
26,174
-1,366
-5% -$522K 7.41% 4
2025
Q3 		$10M Sell
27,540
-1,194
-4% -$380K 7.28% 4
2025
Q2 		$8.83M Sell
28,734
-840
-3% -$254K 7.44% 4
2025
Q1 		$9.2M Sell
29,574
-473
-2% -$125K 8.76% 3
2024
Q4 		$7.42M Sell
30,047
-161
-0.5% -$39.6K 7.23% 5
2024
Q3 		$7.4M Buy
30,208
+1,069
+4% +$245K 7.19% 5
2024
Q2 		$6.36M Buy
29,139
+248
+0.9% +$53.6K 6.71% 6
2024
Q1 		$6.2M Sell
28,891
-14,333
-33% -$2.75M 6.87% 6
2023
Q4 		$8.18M Sell
43,224
-123
-0.3% -$22.5K 4.56% 8
2023
Q3 		$7.75M Buy
43,347
+877
+2% +$157K 4.67% 8
2023
Q2 		$7.71M Buy
42,470
+11,009
+35% +$2.02M 4.52% 8
2023
Q1 		$5.81M Buy
31,461
+722
+2% +$127K 3.65% 10
2022
Q4 		$5.35M Buy
30,739
+2,961
+11% +$477K 3.57% 10
2022
Q3 		$4.26M Buy
27,778
+2,534
+10% +$407K 3.17% 11
2022
Q2 		$4.02M Buy
+25,244
New +$4.41M 2.98% 12

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Corepath Wealth Partners's GLD Position: Q2 2026 in Review

Corepath Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, selling an estimated $109K and leaving 24,765 shares worth $9.27M. The position accounts for 5.78% of the portfolio, ranked #5.

Corepath Wealth Partners first reported a position in GLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.1M in Q4 2025. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Corepath Wealth Partners held 24,765 shares of SPDR Gold Trust worth $9.27M as of Q2 2026.
  • Corepath Wealth Partners sold 262 SPDR Gold Trust shares in Q2 2026, an estimated $109K.
  • SPDR Gold Trust made up 5.78% of Corepath Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Corepath Wealth Partners first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Corepath Wealth Partners's SPDR Gold Trust position peaked at $11.1M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.