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
2023 Q4	–	Sell	-2,400	Closed	-$5.17K	–	1049
2023 Q3	$5.17K	Buy	2,400 +900	+60%	+$161K	﹤0.01%	638
2023 Q2	$375	Sell	1,500 -1,500	-50%	-$276K	﹤0.01%	969
2023 Q1	$12.2K	Buy	+3,000	New	+$528K	﹤0.01%	510
2022 Q2	–	Sell	-28,000	Closed	-$26K	–	979
2022 Q1	$26K	Buy	+28,000	New	+$4.91M	﹤0.01%	401
2019 Q2	–	Sell	-14,000	Closed	-$13K	–	755
2019 Q1	$13K	Buy	+14,000	New	+$1.72M	﹤0.01%	428
2018 Q3	–	Sell	-40,000	Closed	-$1K	–	675
2018 Q2	$1K	Buy	+40,000	New	+$4.95M	﹤0.01%	604

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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. 3,043 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.
3,043 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.