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Crux Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Crux Wealth Advisors’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 		$750K Sell
2,037
-11
-0.5% -$4.56K 0.26% 94
2026
Q1 		$881K Sell
2,048
-943
-32% -$422K 0.34% 82
2025
Q4 		$1.19M Buy
2,991
+280
+10% +$107K 0.44% 71
2025
Q3 		$964K Buy
2,711
+511
+23% +$163K 0.38% 73
2025
Q2 		$671K Buy
2,200
+274
+14% +$83K 0.29% 92
2025
Q1 		$555K Buy
1,926
+167
+9% +$44.2K 0.29% 100
2024
Q4 		$426K Buy
+1,759
New +$432K 0.24% 104

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 $43.3B AUM 29.3% 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

Crux Wealth Advisors's GLD Position: Q2 2026 in Review

Crux Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.54% in Q2 2026, selling an estimated $4.56K and leaving 2,037 shares worth $750K. The position accounts for 0.26% of the portfolio, ranked #94.

Crux Wealth Advisors first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Crux Wealth Advisors held 2,037 shares of SPDR Gold Trust worth $750K as of Q2 2026.
  • Crux Wealth Advisors sold 11 SPDR Gold Trust shares in Q2 2026, an estimated $4.56K.
  • SPDR Gold Trust made up 0.26% of Crux Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Crux Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's SPDR Gold Trust position peaked at $1.19M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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