Element Wealth’s SPDR Gold Trust GLD Stock Holding History

Element Wealth’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	$729K	Sell	1,978 -129	-6%	-$53.4K	0.27%	90
2026 Q1	$906K	Buy	2,107 +52	+3%	+$23.3K	0.37%	67
2025 Q4	$815K	Buy	2,055 +128	+7%	+$48.9K	0.34%	75
2025 Q3	$685K	Hold	1,927	–	–	0.3%	77
2025 Q2	$588K	Hold	1,927	–	–	0.27%	80
2025 Q1	$555K	Hold	1,927	–	–	0.3%	71
2024 Q4	$467K	Buy	1,927 +27	+1%	+$6.63K	0.24%	75
2024 Q3	$462K	Sell	1,900 -57	-3%	-$13.1K	0.24%	74
2024 Q2	$421K	Hold	1,957	–	–	0.24%	76
2024 Q1	$403K	Buy	1,957 +57	+3%	+$10.9K	0.24%	81
2023 Q4	$363K	Hold	1,900	–	–	0.23%	83
2023 Q3	$326K	Hold	1,900	–	–	0.23%	83
2023 Q2	$339K	Hold	1,900	–	–	0.24%	82
2023 Q1	$348K	Hold	1,900	–	–	0.26%	78
2022 Q4	$322K	Sell	1,900 -53	-3%	-$8.54K	0.26%	77
2022 Q3	$302K	Hold	1,953	–	–	0.28%	70
2022 Q2	$329K	Sell	1,953 -100	-5%	-$17.5K	0.33%	65
2022 Q1	$371K	Hold	2,053	–	–	0.3%	65
2021 Q4	$351K	Buy	+2,053	New	+$345K	0.26%	67

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

Element Wealth's GLD Position: Q2 2026 in Review

Element Wealth reduced its SPDR Gold Trust (GLD) stake by 6.1% in Q2 2026, selling an estimated $53.4K and leaving 1,978 shares worth $729K. The position accounts for 0.27% of the portfolio, ranked #90.

Element Wealth first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $906K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Element Wealth held 1,978 shares of SPDR Gold Trust worth $729K as of Q2 2026.
Element Wealth sold 129 SPDR Gold Trust shares in Q2 2026, an estimated $53.4K.
SPDR Gold Trust made up 0.27% of Element Wealth's portfolio in Q2 2026, its #90 holding.
Element Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
Element Wealth's SPDR Gold Trust position peaked at $906K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.