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Elevation Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Elevation Wealth Partners’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 		$176K Hold
478
– – 0.05% 147
2026
Q1 		$206K Sell
478
-50
-9% -$22.4K 0.07% 115
2025
Q4 		$209K Hold
528
– – 0.07% 114
2025
Q3 		$188K Hold
528
– – 0.07% 119
2025
Q2 		$161K Hold
528
– – 0.06% 127
2025
Q1 		$152K Sell
528
-35
-6% -$9.26K 0.07% 126
2024
Q4 		$136K Buy
563
+100
+22% +$24.6K 0.06% 138
2024
Q3 		$113K Sell
463
-33
-7% -$7.56K 0.05% 154
2024
Q2 		$107K Sell
496
-23
-4% -$4.97K 0.05% 153
2024
Q1 		$107K Buy
519
+31
+6% +$5.95K 0.05% 152
2023
Q4 		$83.7K Buy
488
+70
+17% +$12.8K 0.05% 168
2023
Q3 		$71.7K Buy
418
+20
+5% +$3.58K 0.06% 121
2023
Q2 		$71K Hold
398
– – 0.06% 126
2023
Q1 		$72.9K Buy
+398
New +$70K 0.07% 128

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
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

Elevation Wealth Partners's GLD Position: Q2 2026 in Review

Elevation Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 478 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #147.

Elevation Wealth Partners first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $209K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Elevation Wealth Partners held 478 shares of SPDR Gold Trust worth $176K as of Q2 2026.
  • Elevation Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Elevation Wealth Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's SPDR Gold Trust position peaked at $209K in Q4 2025.
  • 1,297 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.