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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

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

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. 3,043 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.
  • 3,043 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.