CWP
GLD icon

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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 3,043 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.
  • 3,043 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.