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FSM Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

FSM 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 		$1.2M Sell
3,258
-21
-0.6% -$8.7K 0.13% 95
2026
Q1 		$1.41M Sell
3,279
-244
-7% -$109K 0.18% 68
2025
Q4 		$1.4M Sell
3,523
-77
-2% -$29.4K 0.19% 68
2025
Q3 		$1.28M Sell
3,600
-9
-0.2% -$2.87K 0.18% 74
2025
Q2 		$1.11M Buy
+3,609
New +$1.09M 0.18% 84

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
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

FSM Wealth Advisors's GLD Position: Q2 2026 in Review

FSM Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.64% in Q2 2026, selling an estimated $8.7K and leaving 3,258 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #95.

FSM Wealth Advisors first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • FSM Wealth Advisors held 3,258 shares of SPDR Gold Trust worth $1.2M as of Q2 2026.
  • FSM Wealth Advisors sold 21 SPDR Gold Trust shares in Q2 2026, an estimated $8.7K.
  • SPDR Gold Trust made up 0.13% of FSM Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • FSM Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's SPDR Gold Trust position peaked at $1.41M in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.