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

Cyndeo 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 		$4.54M Buy
12,312
+170
+1% +$70.4K 0.21% 116
2026
Q1 		$5.22M Sell
12,142
-416
-3% -$186K 0.27% 94
2025
Q4 		$4.98M Sell
12,558
-65
-0.5% -$24.8K 0.27% 92
2025
Q3 		$4.49M Sell
12,623
-29
-0.2% -$9.24K 0.25% 100
2025
Q2 		$3.86M Buy
12,652
+123
+1% +$37.2K 0.23% 112
2025
Q1 		$3.61M Sell
12,529
-251
-2% -$66.4K 0.24% 114
2024
Q4 		$3.09M Hold
12,780
– – 0.21% 125
2024
Q3 		$3.11M Buy
12,780
+360
+3% +$82.4K 0.22% 124
2024
Q2 		$2.67M Sell
12,420
-51
-0.4% -$11K 0.21% 132
2024
Q1 		$2.57M Sell
12,471
-261
-2% -$50.1K 0.21% 134
2023
Q4 		$2.43M Buy
12,732
+261
+2% +$47.8K 0.23% 121
2023
Q3 		$2.14M Hold
12,471
– – 0.22% 118
2023
Q2 		$2.22M Buy
12,471
+109
+0.9% +$20K 0.23% 115
2023
Q1 		$2.26M Buy
12,362
+55
+0.4% +$9.68K 0.24% 115
2022
Q4 		$2.09M Buy
+12,307
New +$1.98M 0.25% 125

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Cyndeo Wealth Partners increased its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, buying an estimated $70.4K and bringing the position to 12,312 shares worth $4.54M. The position accounts for 0.21% of the portfolio, ranked #116.

Cyndeo Wealth Partners first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.22M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cyndeo Wealth Partners held 12,312 shares of SPDR Gold Trust worth $4.54M as of Q2 2026.
  • Cyndeo Wealth Partners bought 170 SPDR Gold Trust shares in Q2 2026, an estimated $70.4K.
  • SPDR Gold Trust made up 0.21% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Cyndeo Wealth Partners first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's SPDR Gold Trust position peaked at $5.22M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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