Foster Victor Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Foster Victor Wealth Advisors’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	$455K	Sell	1,223 -684	-36%	-$283K	0.02%	187
2026 Q1	$849K	Buy	1,907 +446	+31%	+$200K	0.05%	136
2025 Q4	$616K	Buy	1,461 +105	+8%	+$40.1K	0.04%	148
2025 Q3	$485K	Buy	1,356 +234	+21%	+$74.6K	0.03%	151
2025 Q2	$343K	Sell	1,122 -107	-9%	-$32.4K	0.02%	162
2025 Q1	$366K	Buy	1,229 +111	+10%	+$29.4K	0.03%	151
2024 Q4	$279K	Sell	1,118 -25	-2%	-$6.14K	0.02%	163
2024 Q3	$276K	Hold	1,143	–	–	0.02%	165
2024 Q2	$261K	Buy	1,143 +10	+0.9%	+$2.16K	0.02%	166
2024 Q1	$249K	Hold	1,133	–	–	0.02%	154
2023 Q4	$213K	Buy	+1,133	New	+$208K	0.02%	161
2022 Q2	–	Sell	-1,385	Closed	-$249K	–	144
2022 Q1	$249K	Buy	+1,385	New	+$243K	0.03%	121

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Foster Victor Wealth Advisors's GLD Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 36% in Q2 2026, selling an estimated $283K and leaving 1,223 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #187.

Foster Victor Wealth Advisors first reported a position in GLD in Q1 2022 and has held it in 12 quarters since. The position peaked at $849K in Q1 2026. 1,256 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Foster Victor Wealth Advisors held 1,223 shares of SPDR Gold Trust worth $455K as of Q2 2026.
Foster Victor Wealth Advisors sold 684 SPDR Gold Trust shares in Q2 2026, an estimated $283K.
SPDR Gold Trust made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Foster Victor Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 12 quarters since.
Foster Victor Wealth Advisors's SPDR Gold Trust position peaked at $849K in Q1 2026.
1,256 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.