EWM
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Empirical Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Empirical 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
2026
Q2 		$805K Sell
2,184
-1,600
-42% -$663K 0.01% 468
2026
Q1 		$1.63M Sell
3,784
-449
-11% -$201K 0.03% 276
2025
Q4 		$1.68M Buy
4,233
+2,126
+101% +$812K 0.03% 266
2025
Q3 		$749K Buy
2,107
+227
+12% +$72.3K 0.02% 374
2025
Q2 		$573K Buy
1,880
+38
+2% +$11.5K 0.01% 398
2025
Q1 		$531K Buy
1,842
+472
+34% +$125K 0.01% 394
2024
Q4 		$332K Buy
1,370
+380
+38% +$93.4K 0.01% 486
2024
Q3 		$241K Sell
990
-140
-12% -$32.1K 0.01% 505
2024
Q2 		$243K Buy
+1,130
New +$244K 0.01% 493
2024
Q1 		– Sell
-1,161
Closed -$222K – 541
2023
Q4 		$222K Sell
1,161
-467
-29% -$85.6K 0.01% 453
2023
Q3 		$279K Sell
1,628
-90
-5% -$16.1K 0.01% 382
2023
Q2 		$306K Buy
+1,718
New +$316K 0.01% 367
2022
Q2 		– Sell
-1,136
Closed -$205K – 493
2022
Q1 		$205K Sell
1,136
-127
-10% -$22.3K 0.01% 471
2021
Q4 		$216K Sell
1,263
-194
-13% -$32.6K 0.01% 484
2021
Q3 		$239K Sell
1,457
-117
-7% -$19.6K 0.01% 406
2021
Q2 		$261K Buy
+1,574
New +$267K 0.02% 393
2020
Q4 		– Sell
-1,197
Closed -$212K – 386
2020
Q3 		$212K Buy
+1,197
New +$215K 0.02% 321
2020
Q2 		– Sell
-975
Closed -$144K – 343
2020
Q1 		$144K Buy
+975
New +$145K 0.02% 306
2019
Q4 		– Sell
-2,211
Closed -$307K – 335
2019
Q3 		$307K Buy
2,211
+756
+52% +$105K 0.04% 230
2019
Q2 		$194K Buy
+1,455
New +$180K 0.03% 253
2019
Q1 		– Sell
-2,274
Closed -$276K – 240
2018
Q4 		$276K Buy
2,274
+344
+18% +$40K 0.05% 168
2018
Q3 		$218K Buy
+1,930
New +$221K 0.04% 198
2016
Q4 		– Sell
-1,620
Closed -$204K – 125
2016
Q3 		$204K Buy
+1,620
New +$206K 0.05% 107

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Empirical Wealth Management's GLD Position: Q2 2026 in Review

Empirical Wealth Management reduced its SPDR Gold Trust (GLD) stake by 42% in Q2 2026, selling an estimated $663K and leaving 2,184 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #468.

Empirical Wealth Management first reported a position in GLD in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.68M in Q4 2025. 1,259 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Empirical Wealth Management held 2,184 shares of SPDR Gold Trust worth $805K as of Q2 2026.
  • Empirical Wealth Management sold 1,600 SPDR Gold Trust shares in Q2 2026, an estimated $663K.
  • SPDR Gold Trust made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Empirical Wealth Management first reported a position in SPDR Gold Trust in Q3 2016 and has held it in 23 quarters since.
  • Empirical Wealth Management's SPDR Gold Trust position peaked at $1.68M in Q4 2025.
  • 1,259 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.