EWM
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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
2019
Q3 		– Sell
-200
Closed -$1K – 617
2019
Q2 		$1K Buy
+200
New +$24.7K ﹤0.01% 561

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.