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CWA Asset Management Group’s SPDR Gold Trust GLD Stock Holding History

CWA Asset Management 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
Q1 		– Sell
-25,600
Closed -$762K – 706
2025
Q4 		$762K Buy
+25,600
New +$9.78M 0.03% 393

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

CWA Asset Management Group's GLD Position: Q2 2026 in Review

CWA Asset Management Group reduced its SPDR Gold Trust (GLD) stake by 31% in Q2 2026, selling an estimated $16.8M and leaving 90,238 shares worth $33.2M. The position accounts for 1.01% of the portfolio, ranked #15.

CWA Asset Management Group first reported a position in GLD in Q4 2015 and has held it in 41 quarters since. The position peaked at $66.2M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CWA Asset Management Group held 90,238 shares of SPDR Gold Trust worth $33.2M as of Q2 2026.
  • CWA Asset Management Group sold 40,505 SPDR Gold Trust shares in Q2 2026, an estimated $16.8M.
  • SPDR Gold Trust made up 1.01% of CWA Asset Management Group's portfolio in Q2 2026, its #15 holding.
  • CWA Asset Management Group first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 41 quarters since.
  • CWA Asset Management Group's SPDR Gold Trust position peaked at $66.2M in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.