CWM
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Cornerstone Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cornerstone 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 		$7.23M Sell
19,639
-11
-0.1% -$4.56K 0.31% 76
2026
Q1 		$8.46M Buy
19,650
+2,649
+16% +$1.19M 0.42% 60
2025
Q4 		$6.74M Buy
17,001
+577
+4% +$220K 0.35% 71
2025
Q3 		$5.84M Buy
16,424
+2,827
+21% +$901K 0.32% 76
2025
Q2 		$4.14M Buy
13,597
+3,487
+34% +$1.06M 0.25% 97
2025
Q1 		$2.91M Buy
10,110
+388
+4% +$103K 0.2% 111
2024
Q4 		$2.35M Buy
9,722
+1,425
+17% +$350K 0.16% 127
2024
Q3 		$2.02M Buy
8,297
+641
+8% +$147K 0.14% 141
2024
Q2 		$1.65M Buy
7,656
+1,217
+19% +$263K 0.13% 150
2024
Q1 		$1.32M Buy
6,439
+612
+11% +$117K 0.11% 171
2023
Q4 		$1.11M Buy
5,827
+390
+7% +$71.5K 0.1% 181
2023
Q3 		$932K Buy
5,437
+692
+15% +$124K 0.09% 193
2023
Q2 		$846K Buy
4,745
+90
+2% +$16.5K 0.08% 209
2023
Q1 		$853K Buy
+4,655
New +$819K 0.08% 198
2022
Q3 		$619K Buy
4,000
+438
+12% +$70.4K 0.07% 222
2022
Q2 		$600K Sell
3,562
-166
-4% -$29K 0.07% 231
2022
Q1 		$673K Sell
3,728
-425
-10% -$74.6K 0.07% 229
2021
Q4 		$710K Sell
4,153
-2,445
-37% -$410K 0.07% 237
2021
Q3 		$1.08M Buy
6,598
+679
+11% +$114K 0.12% 175
2021
Q2 		$980K Sell
5,919
-35
-0.6% -$5.95K 0.1% 189
2021
Q1 		$952K Buy
5,954
+2,243
+60% +$377K 0.11% 176
2020
Q4 		$662K Sell
3,711
-258
-7% -$45.4K 0.08% 205
2020
Q3 		$703K Sell
3,969
-284
-7% -$51K 0.1% 178
2020
Q2 		$712K Sell
4,253
-707
-14% -$114K 0.12% 173
2020
Q1 		$734K Buy
4,960
+68
+1% +$10.1K 0.14% 147
2019
Q4 		$699K Sell
4,892
-414
-8% -$57.9K 0.11% 170
2019
Q3 		$737K Sell
5,306
-241
-4% -$33.5K 0.13% 158
2019
Q2 		$741K Buy
5,547
+2,016
+57% +$249K 0.13% 158
2019
Q1 		$1.36M Sell
3,531
-121
-3% -$14.9K 0.16% 150
2018
Q4 		$439K Sell
3,652
-463,181
-99% -$53.8M 0.09% 214
2018
Q3 		$3.82M Sell
466,833
-29,201
-6% -$3.35M 0.05% 354
2018
Q2 		$4.22M Buy
496,034
+492,034
+12,301% +$60.9M 0.05% 355
2018
Q1 		$510K Buy
4,000
+68
+2% +$8.58K 0.1% 212
2017
Q4 		$495K Buy
3,932
+108
+3% +$13.1K 0.09% 212
2017
Q3 		$464K Sell
3,824
-115
-3% -$14K 0.1% 212
2017
Q2 		$453K Sell
3,939
-276
-7% -$33K 0.1% 199
2017
Q1 		$506K Buy
4,215
+141
+3% +$16.4K 0.13% 169
2016
Q4 		$450K Sell
4,074
-145
-3% -$16.8K 0.14% 146
2016
Q3 		$510K Buy
+4,219
New +$537K 0.19% 112

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

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

Cornerstone Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.06% in Q2 2026, selling an estimated $4.56K and leaving 19,639 shares worth $7.23M. The position accounts for 0.31% of the portfolio, ranked #76.

Cornerstone Wealth Management first reported a position in GLD in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.46M in Q1 2026. 807 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cornerstone Wealth Management held 19,639 shares of SPDR Gold Trust worth $7.23M as of Q2 2026.
  • Cornerstone Wealth Management sold 11 SPDR Gold Trust shares in Q2 2026, an estimated $4.56K.
  • SPDR Gold Trust made up 0.31% of Cornerstone Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Cornerstone Wealth Management first reported a position in SPDR Gold Trust in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's SPDR Gold Trust position peaked at $8.46M in Q1 2026.
  • 807 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.