Elwood & Goetz Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$487K	Buy	1,322 +522	+65%	+$216K	0.07%	86
2026 Q1	$344K	Sell	800 -212	-21%	-$94.9K	0.06%	94
2025 Q4	$401K	Buy	1,012 +50	+5%	+$19.1K	0.07%	77
2025 Q3	$342K	Hold	962	–	–	0.07%	85
2025 Q2	$293K	Sell	962 -352	-27%	-$107K	0.06%	90
2025 Q1	$379K	Buy	1,314 +199	+18%	+$52.6K	0.09%	61
2024 Q4	$270K	Buy	1,115 +1	+0.1%	+$246	0.07%	82
2024 Q3	$271K	Hold	1,114	–	–	0.07%	79
2024 Q2	$240K	Hold	1,114	–	–	0.07%	72
2024 Q1	$229K	Hold	1,114	–	–	0.06%	81
2023 Q4	$213K	Buy	+1,114	New	+$204K	0.05%	78

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

Elwood & Goetz Wealth Advisory Group's GLD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its SPDR Gold Trust (GLD) stake by 65% in Q2 2026, buying an estimated $216K and bringing the position to 1,322 shares worth $487K. The position accounts for 0.07% of the portfolio, ranked #86.

Elwood & Goetz Wealth Advisory Group first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,322 shares of SPDR Gold Trust worth $487K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 522 SPDR Gold Trust shares in Q2 2026, an estimated $216K.
SPDR Gold Trust made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #86 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.