Focus Partners Wealth
GLD icon

Focus Partners Wealth’s SPDR Gold Trust GLD Stock Holding History

Focus Partners 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 		$159M Sell
431,530
-17,067
-4% -$7.07M 0.16% 130
2026
Q1 		$193M Sell
448,597
-10,350
-2% -$4.64M 0.21% 104
2025
Q4 		$182M Buy
458,947
+22,487
+5% +$8.59M 0.21% 103
2025
Q3 		$157M Buy
436,460
+75,017
+21% +$23.9M 0.25% 74
2025
Q2 		$110M Buy
361,443
+67,506
+23% +$20.4M 0.24% 84
2025
Q1 		$84.7M Sell
293,937
-94,310
-24% -$24.9M 0.21% 102
2024
Q4 		$94M Buy
388,247
+138,141
+55% +$33.9M 0.24% 87
2024
Q3 		$60.7M Sell
250,106
-110,359
-31% -$25.3M 0.19% 111
2024
Q2 		$77.5M Buy
360,465
+104,095
+41% +$22.5M 0.26% 91
2024
Q1 		$52.7M Buy
256,370
+66,360
+35% +$12.7M 0.43% 53
2023
Q4 		$36.3M Buy
+190,010
New +$34.8M 0.48% 48

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

Focus Partners Wealth's GLD Position: Q2 2026 in Review

Focus Partners Wealth reduced its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, selling an estimated $7.07M and leaving 431,530 shares worth $159M. The position accounts for 0.16% of the portfolio, ranked #130.

Focus Partners Wealth first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $193M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Focus Partners Wealth held 431,530 shares of SPDR Gold Trust worth $159M as of Q2 2026.
  • Focus Partners Wealth sold 17,067 SPDR Gold Trust shares in Q2 2026, an estimated $7.07M.
  • SPDR Gold Trust made up 0.16% of Focus Partners Wealth's portfolio in Q2 2026, its #130 holding.
  • Focus Partners Wealth first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's SPDR Gold Trust position peaked at $193M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.