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

Daymark 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 		$2.14M Sell
5,804
-2,205
-28% -$913K 0.05% 240
2026
Q1 		$3.45M Sell
8,009
-38
-0.5% -$17K 0.11% 154
2025
Q4 		$3.19M Sell
8,047
-3,342
-29% -$1.28M 0.1% 152
2025
Q3 		$4.05M Buy
11,389
+792
+7% +$252K 0.14% 130
2025
Q2 		$3.23M Buy
10,597
+8,300
+361% +$2.51M 0.12% 142
2025
Q1 		$662K Hold
2,297
– – 0.03% 297
2024
Q4 		$556K Buy
2,297
+70
+3% +$17.2K 0.02% 307
2024
Q3 		$541K Sell
2,227
-9
-0.4% -$2.06K 0.02% 323
2024
Q2 		$481K Buy
2,236
+560
+33% +$121K 0.02% 325
2024
Q1 		$345K Sell
1,676
-165
-9% -$31.7K 0.02% 322
2023
Q4 		$352K Hold
1,841
– – 0.02% 294
2023
Q3 		$316K Buy
1,841
+153
+9% +$27.4K 0.02% 297
2023
Q2 		$301K Buy
+1,688
New +$310K 0.02% 296

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

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

Daymark Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 28% in Q2 2026, selling an estimated $913K and leaving 5,804 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #240.

Daymark Wealth Partners first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.05M in Q3 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Daymark Wealth Partners held 5,804 shares of SPDR Gold Trust worth $2.14M as of Q2 2026.
  • Daymark Wealth Partners sold 2,205 SPDR Gold Trust shares in Q2 2026, an estimated $913K.
  • SPDR Gold Trust made up 0.05% of Daymark Wealth Partners's portfolio in Q2 2026, its #240 holding.
  • Daymark Wealth Partners first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's SPDR Gold Trust position peaked at $4.05M in Q3 2025.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.