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

Forza 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	$925K	Hold	2,510	–	–	0.28%	79
2026 Q1	$1.08M	Hold	2,510	–	–	0.38%	63
2025 Q4	$995K	Hold	2,510	–	–	0.36%	69
2025 Q3	$892K	Hold	2,510	–	–	0.34%	69
2025 Q2	$765K	Hold	2,510	–	–	0.31%	84
2025 Q1	$723K	Buy	2,510 +14	+0.6%	+$3.7K	0.33%	76
2024 Q4	$604K	Hold	2,496	–	–	0.28%	91
2024 Q3	$607K	Hold	2,496	–	–	0.28%	98
2024 Q2	$537K	Buy	2,496 +1,275	+104%	+$276K	0.28%	98
2024 Q1	$251K	Hold	1,221	–	–	0.13%	153
2023 Q4	$233K	Hold	1,221	–	–	0.13%	154
2023 Q3	$209K	Hold	1,221	–	–	0.11%	173
2023 Q2	$218K	Hold	1,221	–	–	0.11%	172
2023 Q1	$224K	Hold	1,221	–	–	0.12%	168
2022 Q4	$207K	Buy	+1,221	New	+$197K	0.14%	136

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Forza Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,510 shares worth $925K. The position accounts for 0.28% of the portfolio, ranked #79.

Forza Wealth Management first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2026. 1,284 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Forza Wealth Management held 2,510 shares of SPDR Gold Trust worth $925K as of Q2 2026.
Forza Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.28% of Forza Wealth Management's portfolio in Q2 2026, its #79 holding.
Forza Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's SPDR Gold Trust position peaked at $1.08M in Q1 2026.
1,284 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.