PWMAI
GLD icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s SPDR Gold Trust GLD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 		$269K Buy
729
+500
+218% +$207K 0.07% 153
2026
Q1 		$98.6K Buy
229
+4
+2% +$1.79K 0.03% 239
2025
Q4 		$89.5K Sell
225
-19
-8% -$7.26K 0.03% 244
2025
Q3 		$87K Sell
244
-158
-39% -$50.4K 0.03% 224
2025
Q2 		$123K Buy
402
+177
+79% +$53.6K 0.04% 179
2025
Q1 		$65K Hold
225
– – 0.02% 234
2024
Q4 		$54.7K Sell
225
-1
-0.4% -$246 0.02% 251
2024
Q3 		$55.2K Sell
226
-79
-26% -$18.1K 0.03% 213
2024
Q2 		$65.7K Buy
305
+225
+281% +$48.7K 0.04% 185
2024
Q1 		$16.5K Buy
+80
New +$15.4K 0.01% 255

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GLD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its SPDR Gold Trust (GLD) stake by 218% in Q2 2026, buying an estimated $207K and bringing the position to 729 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #153.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. 2,059 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 729 shares of SPDR Gold Trust worth $269K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 500 SPDR Gold Trust shares in Q2 2026, an estimated $207K.
  • SPDR Gold Trust made up 0.07% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #153 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • 2,059 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.