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

Dynasty 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	$120M	Buy	327,060 +39,590	+14%	+$16.4M	0.9%	30
2026 Q1	$124M	Buy	287,470 +14,148	+5%	+$6.34M	1.08%	28
2025 Q4	$108M	Buy	+273,322	New	+$104M	1.06%	25
2018 Q3	–	Sell	-1,712	Closed	-$203K	–	128
2018 Q2	$203K	Buy	+1,712	New	+$212K	0.42%	65

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

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

Dynasty Wealth Management increased its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, buying an estimated $16.4M and bringing the position to 327,060 shares worth $120M. The position accounts for 0.9% of the portfolio, ranked #30.

Dynasty Wealth Management first reported a position in GLD in Q2 2018 and has held it in 4 quarters since. The position peaked at $124M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Dynasty Wealth Management held 327,060 shares of SPDR Gold Trust worth $120M as of Q2 2026.
Dynasty Wealth Management bought 39,590 SPDR Gold Trust shares in Q2 2026, an estimated $16.4M.
SPDR Gold Trust made up 0.9% of Dynasty Wealth Management's portfolio in Q2 2026, its #30 holding.
Dynasty Wealth Management first reported a position in SPDR Gold Trust in Q2 2018 and has held it in 4 quarters since.
Dynasty Wealth Management's SPDR Gold Trust position peaked at $124M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.