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Fairvoy Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Fairvoy Private 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 		$596K Hold
1,617
– – 0.12% 131
2026
Q1 		$696K Hold
1,617
– – 0.17% 116
2025
Q4 		$641K Hold
1,617
– – 0.14% 112
2025
Q3 		$575K Buy
+1,617
New +$515K 0.13% 115

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Fairvoy Private Wealth's GLD Position: Q2 2026 in Review

Fairvoy Private Wealth held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,617 shares worth $596K. The position accounts for 0.12% of the portfolio, ranked #131.

Fairvoy Private Wealth first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $696K in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fairvoy Private Wealth held 1,617 shares of SPDR Gold Trust worth $596K as of Q2 2026.
  • Fairvoy Private Wealth left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.12% of Fairvoy Private Wealth's portfolio in Q2 2026, its #131 holding.
  • Fairvoy Private Wealth first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Fairvoy Private Wealth's SPDR Gold Trust position peaked at $696K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.