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Facet Wealth Inc’s SPDR Gold Trust GLD Stock Holding History

Facet Wealth Inc’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 		$400K Sell
1,085
-213
-16% -$88.2K 0.01% 252
2026
Q1 		$559K Buy
1,298
+569
+78% +$255K 0.01% 158
2025
Q4 		$361K Buy
+729
New +$278K 0.01% 194
2024
Q1 		– Sell
-1,076
Closed -$203K – 126
2023
Q4 		$203K Buy
+1,076
New +$197K 0.01% 110

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

Facet Wealth Inc's GLD Position: Q2 2026 in Review

Facet Wealth Inc reduced its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, selling an estimated $88.2K and leaving 1,085 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #252.

Facet Wealth Inc first reported a position in GLD in Q4 2023 and has held it in 4 quarters since. The position peaked at $559K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Facet Wealth Inc held 1,085 shares of SPDR Gold Trust worth $400K as of Q2 2026.
  • Facet Wealth Inc sold 213 SPDR Gold Trust shares in Q2 2026, an estimated $88.2K.
  • SPDR Gold Trust made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #252 holding.
  • Facet Wealth Inc first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 4 quarters since.
  • Facet Wealth Inc's SPDR Gold Trust position peaked at $559K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.