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Evexia Wealth’s SPDR Gold Trust GLD Stock Holding History

Evexia Wealth’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 		$6.25M Sell
16,816
-265
-2% -$110K 1.69% 24
2026
Q1 		$7.44M Buy
17,081
+826
+5% +$370K 2.04% 21
2025
Q4 		$6.92M Buy
16,255
+1,903
+13% +$727K 1.93% 23
2025
Q3 		$5.43M Buy
14,352
+113
+0.8% +$36K 1.62% 23
2025
Q2 		$4.39M Buy
14,239
+2,311
+19% +$700K 1.38% 27
2025
Q1 		$3.4M Sell
11,928
-208
-2% -$55K 1.24% 27
2024
Q4 		$3.2M Buy
12,136
+4,851
+67% +$1.19M 1.09% 31
2024
Q3 		$1.78M Buy
7,285
+2,847
+64% +$652K 0.63% 38
2024
Q2 		$984K Sell
4,438
-453
-9% -$98K 0.37% 39
2024
Q1 		$1.06M Buy
4,891
+219
+5% +$42K 0.44% 38
2023
Q4 		$881K Buy
4,672
+1,253
+37% +$230K 0.37% 40
2023
Q3 		$628K Buy
3,419
+421
+14% +$75.3K 0.32% 38
2023
Q2 		$547K Buy
+2,998
New +$551K 0.26% 38

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evexia Wealth's GLD Position: Q2 2026 in Review

Evexia Wealth reduced its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, selling an estimated $110K and leaving 16,816 shares worth $6.25M. The position accounts for 1.69% of the portfolio, ranked #24.

Evexia Wealth first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.44M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Evexia Wealth held 16,816 shares of SPDR Gold Trust worth $6.25M as of Q2 2026.
  • Evexia Wealth sold 265 SPDR Gold Trust shares in Q2 2026, an estimated $110K.
  • SPDR Gold Trust made up 1.69% of Evexia Wealth's portfolio in Q2 2026, its #24 holding.
  • Evexia Wealth first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Evexia Wealth's SPDR Gold Trust position peaked at $7.44M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.