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
2020
Q2 		– Sell
-2,000
Closed -$296K – 342
2020
Q1 		$296K Buy
+2,000
New +$298K 0.03% 253
2019
Q4 		– Sell
-10,000
Closed -$1.39M – 334
2019
Q3 		$1.39M Buy
10,000
+5,000
+100% +$695K 0.17% 92
2019
Q2 		$666K Buy
+5,000
New +$618K 0.09% 128

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. 1,265 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.
  • 1,265 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.