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Fingerlakes Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Fingerlakes 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
2026
Q2 		$230K Sell
624
-15
-2% -$6.21K 0.12% 92
2026
Q1 		$275K Buy
639
+74
+13% +$33.1K 0.18% 82
2025
Q4 		$224K Sell
565
-70
-11% -$26.7K 0.14% 88
2025
Q3 		$226K Buy
+635
New +$202K 0.15% 88

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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 $44.6B AUM 28.94% 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

Fingerlakes Wealth Management's GLD Position: Q2 2026 in Review

Fingerlakes Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2026, selling an estimated $6.21K and leaving 624 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #92.

Fingerlakes Wealth Management first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 1,397 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Fingerlakes Wealth Management held 624 shares of SPDR Gold Trust worth $230K as of Q2 2026.
  • Fingerlakes Wealth Management sold 15 SPDR Gold Trust shares in Q2 2026, an estimated $6.21K.
  • SPDR Gold Trust made up 0.12% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Fingerlakes Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Fingerlakes Wealth Management's SPDR Gold Trust position peaked at $275K in Q1 2026.
  • 1,397 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.