Dynamic Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Dynamic Wealth Strategies’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	$449K	Hold	1,218	–	–	0.24%	44
2026 Q1	$524K	Hold	1,218	–	–	0.3%	41
2025 Q4	$483K	Sell	1,218 -55	-4%	-$21K	0.29%	43
2025 Q3	$453K	Hold	1,273	–	–	0.3%	42
2025 Q2	$388K	Hold	1,273	–	–	0.28%	42
2025 Q1	$367K	Hold	1,273	–	–	0.31%	38
2024 Q4	$308K	Hold	1,273	–	–	0.27%	45
2024 Q3	$309K	Sell	1,273 -6	-0.5%	-$1.37K	0.25%	44
2024 Q2	$275K	Hold	1,279	–	–	0.24%	50
2024 Q1	$263K	Hold	1,279	–	–	0.22%	50
2023 Q4	$245K	Buy	+1,279	New	+$234K	0.23%	47

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Dynamic Wealth Strategies's GLD Position: Q2 2026 in Review

Dynamic Wealth Strategies held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,218 shares worth $449K. The position accounts for 0.24% of the portfolio, ranked #44.

Dynamic Wealth Strategies first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q1 2026. 1,274 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Dynamic Wealth Strategies held 1,218 shares of SPDR Gold Trust worth $449K as of Q2 2026.
Dynamic Wealth Strategies left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.24% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #44 holding.
Dynamic Wealth Strategies first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's SPDR Gold Trust position peaked at $524K in Q1 2026.
1,274 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.