Diversify Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Diversify Wealth Management’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	$14.1M	Sell	37,629 -52,759	-58%	-$21.9M	0.24%	85
2026 Q1	$37.7M	Buy	90,388 +87,237	+2,769%	+$39.1M	0.67%	27
2025 Q4	$1.33M	Buy	3,151 +6	+0.2%	+$2.29K	0.06%	271
2025 Q3	$1.16M	Sell	3,145 -25	-0.8%	-$7.97K	0.07%	255
2025 Q2	$977K	Buy	3,170 +2	+0.1%	+$606	0.06%	273
2025 Q1	$970K	Buy	3,168 +398	+14%	+$105K	0.07%	250
2024 Q4	$688K	Buy	2,770 +252	+10%	+$61.9K	0.05%	282
2024 Q3	$632K	Buy	+2,518	New	+$577K	0.06%	268

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Diversify Wealth Management's GLD Position: Q2 2026 in Review

Diversify Wealth Management reduced its SPDR Gold Trust (GLD) stake by 58% in Q2 2026, selling an estimated $21.9M and leaving 37,629 shares worth $14.1M. The position accounts for 0.24% of the portfolio, ranked #85.

Diversify Wealth Management first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.7M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Diversify Wealth Management held 37,629 shares of SPDR Gold Trust worth $14.1M as of Q2 2026.
Diversify Wealth Management sold 52,759 SPDR Gold Trust shares in Q2 2026, an estimated $21.9M.
SPDR Gold Trust made up 0.24% of Diversify Wealth Management's portfolio in Q2 2026, its #85 holding.
Diversify Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's SPDR Gold Trust position peaked at $37.7M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.