EWM
GLD icon

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

Edge 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 		$578K Hold
1,570
– – 0.1% 44
2026
Q1 		$676K Sell
1,570
-200
-11% -$89.6K 0.12% 42
2025
Q4 		$701K Sell
1,770
-287
-14% -$110K 0.12% 38
2025
Q3 		$731K Hold
2,057
– – 0.13% 42
2025
Q2 		$627K Buy
2,057
+325
+19% +$98.4K 0.12% 43
2025
Q1 		$499K Hold
1,732
– – 0.1% 49
2024
Q4 		$419K Hold
1,732
– – 0.08% 52
2024
Q3 		$421K Hold
1,732
– – 0.08% 53
2024
Q2 		$372K Hold
1,732
– – 0.08% 53
2024
Q1 		$356K Hold
1,732
– – 0.07% 57
2023
Q4 		$331K Hold
1,732
– – 0.07% 56
2023
Q3 		$297K Sell
1,732
-140
-7% -$25K 0.07% 56
2023
Q2 		$334K Sell
1,872
-400
-18% -$73.5K 0.07% 58
2023
Q1 		$416K Hold
2,272
– – 0.1% 52
2022
Q4 		$385K Hold
2,272
– – 0.09% 59
2022
Q3 		$352K Buy
2,272
+200
+10% +$32.2K 0.08% 60
2022
Q2 		$349K Sell
2,072
-665
-24% -$116K 0.08% 62
2022
Q1 		$494K Sell
2,737
-258
-9% -$45.3K 0.1% 59
2021
Q4 		$512K Sell
2,995
-61
-2% -$10.2K 0.09% 63
2021
Q3 		$502K Hold
3,056
– – 0.1% 65
2021
Q2 		$506K Hold
3,056
– – 0.1% 68
2021
Q1 		$489K Sell
3,056
-47
-2% -$7.9K 0.1% 67
2020
Q4 		$553K Buy
3,103
+310
+11% +$54.6K 0.13% 63
2020
Q3 		$495K Sell
2,793
-683
-20% -$123K 0.11% 72
2020
Q2 		$582K Sell
3,476
-937
-21% -$151K 0.11% 89
2020
Q1 		$660K Buy
4,413
+1,149
+35% +$171K 0.14% 80
2019
Q4 		$467K Hold
3,264
– – 0.09% 105
2019
Q3 		$453K Buy
3,264
+750
+30% +$104K 0.1% 97
2019
Q2 		$335K Sell
2,514
-12,002
-83% -$1.48M 0.07% 112
2019
Q1 		$1.77M Hold
14,516
– – 0.44% 45
2018
Q4 		$1.76M Buy
14,516
+228
+2% +$26.5K 0.5% 39
2018
Q3 		$1.61M Buy
14,288
+10,502
+277% +$1.2M 0.39% 40
2018
Q2 		$449K Hold
3,786
– – 0.11% 104
2018
Q1 		$476K Buy
3,786
+610
+19% +$76.9K 0.13% 89
2017
Q4 		$392K Buy
3,176
+205
+7% +$24.9K 0.11% 99
2017
Q3 		$362K Buy
2,971
+158
+6% +$19.2K 0.11% 100
2017
Q2 		$327K Buy
2,813
+515
+22% +$61.6K 0.1% 102
2017
Q1 		$273K Buy
2,298
+125
+6% +$14.5K 0.09% 103
2016
Q4 		$238K Buy
2,173
+279
+15% +$32.4K 0.09% 107
2016
Q3 		$238K Buy
1,894
+166
+10% +$21.1K 0.1% 98
2016
Q2 		$218K Buy
1,728
+1,267
+275% +$152K 0.09% 108
2016
Q1 		$54K Buy
461
+106
+30% +$12K 0.02% 168
2015
Q4 		$36K Hold
355
– – 0.01% 210
2015
Q3 		$38K Sell
355
-17
-5% -$1.83K 0.01% 196
2015
Q2 		$42K Sell
372
-1,870
-83% -$214K 0.01% 198
2015
Q1 		$255K Buy
2,242
+2,070
+1,203% +$242K 0.09% 90
2014
Q4 		$20K Sell
172
-750
-81% -$86.6K 0.01% 252
2014
Q3 		$107K Buy
922
+750
+436% +$92.5K 0.04% 127
2014
Q2 		$22K Sell
172
-80
-32% -$9.94K 0.01% 238
2014
Q1 		$31K Hold
252
– – 0.01% 205
2013
Q4 		$29K Sell
252
-234
-48% -$28.7K 0.01% 195
2013
Q3 		$62K Buy
486
+131
+37% +$16.8K 0.04% 131
2013
Q2 		$42K Buy
+355
New +$48.6K 0.03% 142

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Edge Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,570 shares worth $578K. The position accounts for 0.1% of the portfolio, ranked #44.

Edge Wealth Management first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.77M in Q1 2019. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Edge Wealth Management held 1,570 shares of SPDR Gold Trust worth $578K as of Q2 2026.
  • Edge Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.1% of Edge Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Edge Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's SPDR Gold Trust position peaked at $1.77M in Q1 2019.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.