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

Exit 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	$350K	Hold	949	–	–	0.16%	113
2026 Q1	$408K	Buy	949 +100	+12%	+$44.8K	0.21%	82
2025 Q4	$336K	Buy	849 +150	+21%	+$57.3K	0.2%	95
2025 Q3	$248K	Buy	+699	New	+$223K	0.17%	109

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 $59.9B AUM 27.01% 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

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

Exit Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 949 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #113.

Exit Wealth Advisors first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q1 2026. 3,013 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Exit Wealth Advisors held 949 shares of SPDR Gold Trust worth $350K as of Q2 2026.
Exit Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.16% of Exit Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Exit Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's SPDR Gold Trust position peaked at $408K in Q1 2026.
3,013 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.