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Emergent Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Emergent Wealth Advisors’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 		$3.37M Sell
9,471
-34
-0.4% -$14.1K 1.75% 13
2026
Q1 		$4.09M Buy
9,505
+201
+2% +$90K 2.42% 10
2025
Q4 		$3.69M Sell
9,304
-389
-4% -$149K 2.07% 11
2025
Q3 		$3.43M Sell
9,693
-22
-0.2% -$7.01K 1.99% 12
2025
Q2 		$2.96M Buy
9,715
+409
+4% +$124K 1.89% 14
2025
Q1 		$2.68M Sell
9,306
-78
-0.8% -$20.6K 1.94% 14
2024
Q4 		$2.27M Buy
9,384
+60
+0.6% +$14.7K 1.65% 15
2024
Q3 		$2.27M Buy
9,324
+80
+0.9% +$18.3K 1.68% 14
2024
Q2 		$2.02M Sell
9,244
-30
-0.3% -$6.49K 1.62% 13
2024
Q1 		$1.91M Buy
9,274
+1,897
+26% +$364K 1.64% 12
2023
Q4 		$1.41M Buy
+7,377
New +$1.35M 1.31% 20

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Emergent Wealth Advisors's GLD Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.36% in Q2 2026, selling an estimated $14.1K and leaving 9,471 shares worth $3.37M. The position accounts for 1.75% of the portfolio, ranked #13.

Emergent Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q1 2026. 1,145 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Emergent Wealth Advisors held 9,471 shares of SPDR Gold Trust worth $3.37M as of Q2 2026.
  • Emergent Wealth Advisors sold 34 SPDR Gold Trust shares in Q2 2026, an estimated $14.1K.
  • SPDR Gold Trust made up 1.75% of Emergent Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Emergent Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Emergent Wealth Advisors's SPDR Gold Trust position peaked at $4.09M in Q1 2026.
  • 1,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.