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

Focused 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 		$273K Sell
742
-37
-5% -$15.3K 0.02% 200
2026
Q1 		$335K Buy
779
+103
+15% +$46.1K 0.03% 145
2025
Q4 		$268K Sell
676
-173
-20% -$66.1K 0.03% 149
2025
Q3 		$302K Buy
849
+33
+4% +$10.5K 0.03% 142
2025
Q2 		$249K Sell
816
-20
-2% -$6.06K 0.03% 151
2025
Q1 		$241K Sell
836
-105
-11% -$27.8K 0.03% 147
2024
Q4 		$228K Hold
941
– – 0.03% 139
2024
Q3 		$229K Hold
941
– – 0.03% 180
2024
Q2 		$202K Buy
+941
New +$204K 0.03% 175
2024
Q1 		– Sell
-2,192
Closed -$419K – 495
2023
Q4 		$419K Sell
2,192
-167
-7% -$30.6K 0.07% 83
2023
Q3 		$404K Hold
2,359
– – 0.07% 82
2023
Q2 		$421K Buy
2,359
+406
+21% +$74.6K 0.08% 87
2023
Q1 		$358K Buy
1,953
+716
+58% +$126K 0.07% 94
2022
Q4 		$210K Buy
1,237
+272
+28% +$43.8K 0.04% 132
2022
Q3 		$149K Buy
965
+82
+9% +$13.2K 0.03% 149
2022
Q2 		$149K Buy
883
+143
+19% +$25K 0.03% 157
2022
Q1 		$134K Buy
740
+50
+7% +$8.77K 0.02% 181
2021
Q4 		$118K Sell
690
-311
-31% -$52.2K 0.02% 259
2021
Q3 		$164K Buy
1,001
+811
+427% +$136K 0.03% 191
2021
Q2 		$31K Sell
190
-16
-8% -$2.72K 0.01% 444
2021
Q1 		$33K Sell
206
-640
-76% -$108K 0.01% 428
2020
Q4 		$151K Sell
846
-847
-50% -$149K 0.03% 181
2020
Q3 		$300K Buy
1,693
+1,356
+402% +$244K 0.07% 108
2020
Q2 		$56K Hold
337
– – 0.01% 295
2020
Q1 		$50K Sell
337
-1,176
-78% -$175K 0.01% 281
2019
Q4 		$216K Sell
1,513
-1,167
-44% -$163K 0.05% 139
2019
Q3 		$372K Sell
2,680
-37
-1% -$5.14K 0.1% 92
2019
Q2 		$362K Hold
2,717
– – 0.1% 94
2019
Q1 		$332K Buy
2,717
+2,155
+383% +$265K 0.1% 100
2018
Q4 		$68K Sell
562
-110
-16% -$12.8K 0.02% 268
2018
Q3 		$76K Sell
672
-725
-52% -$83.2K 0.03% 259
2018
Q2 		$166K Hold
1,397
– – 0.06% 176
2018
Q1 		$176K Hold
1,397
– – 0.06% 175
2017
Q4 		$173K Hold
1,397
– – 0.06% 172
2017
Q3 		$170K Hold
1,397
– – 0.06% 131
2017
Q2 		$165K Hold
1,397
– – 0.06% 166
2017
Q1 		$166K Sell
1,397
-329
-19% -$38.2K 0.06% 161
2016
Q4 		$189K Buy
1,726
+293
+20% +$34K 0.08% 148
2016
Q3 		$180K Buy
1,433
+118
+9% +$15K 0.08% 152
2016
Q2 		$166K Buy
1,315
+215
+20% +$25.9K 0.08% 155
2016
Q1 		$129K Buy
1,100
+241
+28% +$27.3K 0.07% 124
2015
Q4 		$87K Sell
859
-275
-24% -$29.1K 0.05% 161
2015
Q3 		$121K Hold
1,134
– – 0.08% 128
2015
Q2 		$127K Sell
1,134
-40
-3% -$4.58K 0.08% 116
2015
Q1 		$133K Sell
1,174
-150
-11% -$17.5K 0.08% 120
2014
Q4 		$150K Sell
1,324
-143
-10% -$16.5K 0.11% 106
2014
Q3 		$170K Sell
1,467
-90
-6% -$11.1K 0.13% 106
2014
Q2 		$199K Sell
1,557
-46
-3% -$5.71K 0.16% 88
2014
Q1 		$198K Sell
1,603
-362
-18% -$45.1K 0.17% 85
2013
Q4 		$228K Buy
1,965
+806
+70% +$99K 0.19% 80
2013
Q3 		$149K Buy
+1,159
New +$149K 0.14% 101

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

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

Focused Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.7% in Q2 2026, selling an estimated $15.3K and leaving 742 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #200.

Focused Wealth Management first reported a position in GLD in Q3 2013 and has held it in 51 quarters since. The position peaked at $421K in Q2 2023. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Focused Wealth Management held 742 shares of SPDR Gold Trust worth $273K as of Q2 2026.
  • Focused Wealth Management sold 37 SPDR Gold Trust shares in Q2 2026, an estimated $15.3K.
  • SPDR Gold Trust made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Focused Wealth Management first reported a position in SPDR Gold Trust in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's SPDR Gold Trust position peaked at $421K in Q2 2023.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.