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Crown Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Crown Wealth Group’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 		$438K Buy
1,190
+302
+34% +$125K 0.11% 87
2026
Q1 		$382K Buy
888
+310
+54% +$139K 0.11% 86
2025
Q4 		$229K Buy
+578
New +$221K 0.06% 126
2022
Q3 		– Sell
-5,133
Closed -$865K – 61
2022
Q2 		$865K Buy
5,133
+1,011
+25% +$177K 0.78% 24
2022
Q1 		$745K Buy
+4,122
New +$723K 0.52% 38

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crown Wealth Group's GLD Position: Q2 2026 in Review

Crown Wealth Group increased its SPDR Gold Trust (GLD) stake by 34% in Q2 2026, buying an estimated $125K and bringing the position to 1,190 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #87.

Crown Wealth Group first reported a position in GLD in Q1 2022 and has held it in 5 quarters since. The position peaked at $865K in Q2 2022. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Crown Wealth Group held 1,190 shares of SPDR Gold Trust worth $438K as of Q2 2026.
  • Crown Wealth Group bought 302 SPDR Gold Trust shares in Q2 2026, an estimated $125K.
  • SPDR Gold Trust made up 0.11% of Crown Wealth Group's portfolio in Q2 2026, its #87 holding.
  • Crown Wealth Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 5 quarters since.
  • Crown Wealth Group's SPDR Gold Trust position peaked at $865K in Q2 2022.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.