Fourth Dimension Wealth’s SPDR Gold Trust GLD Stock Holding History

Fourth Dimension Wealth’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	$1.56M	Sell	4,226 -6,258	-60%	-$2.59M	0.49%	47
2026 Q1	$4.51M	Sell	10,484 -110	-1%	-$49.3K	1.71%	17
2025 Q4	$4.2M	Sell	10,594 -291	-3%	-$111K	1.53%	19
2025 Q3	$3.87M	Buy	10,885 +559	+5%	+$178K	1.48%	21
2025 Q2	$3.15M	Buy	10,326 +914	+10%	+$277K	1.33%	22
2025 Q1	$2.71M	Sell	9,412 -603	-6%	-$159K	1.31%	22
2024 Q4	$2.42M	Buy	+10,015	New	+$2.46M	1.27%	22

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

Fourth Dimension Wealth's GLD Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its SPDR Gold Trust (GLD) stake by 60% in Q2 2026, selling an estimated $2.59M and leaving 4,226 shares worth $1.56M. The position accounts for 0.49% of the portfolio, ranked #47.

Fourth Dimension Wealth first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Fourth Dimension Wealth held 4,226 shares of SPDR Gold Trust worth $1.56M as of Q2 2026.
Fourth Dimension Wealth sold 6,258 SPDR Gold Trust shares in Q2 2026, an estimated $2.59M.
SPDR Gold Trust made up 0.49% of Fourth Dimension Wealth's portfolio in Q2 2026, its #47 holding.
Fourth Dimension Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's SPDR Gold Trust position peaked at $4.51M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.