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GC Wealth Management RIA’s SPDR Gold Trust GLD Stock Holding History

GC Wealth Management RIA’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 		$16.7M Sell
45,386
-744
-2% -$308K 0.96% 17
2026
Q1 		$19.8M Sell
46,130
-15,327
-25% -$6.86M 0.82% 18
2025
Q4 		$24.4M Buy
61,457
+655
+1% +$250K 0.89% 18
2025
Q3 		$21.6M Buy
60,802
+48,437
+392% +$15.4M 0.71% 19
2025
Q2 		$3.77M Buy
12,365
+7,376
+148% +$2.23M 0.31% 66
2025
Q1 		$1.44M Buy
4,989
+2,949
+145% +$780K 0.26% 87
2024
Q4 		$494K Sell
2,040
-17
-0.8% -$4.18K 0.09% 174
2024
Q3 		$500K Hold
2,057
– – 0.09% 192
2024
Q2 		$442K Hold
2,057
– – 0.09% 186
2024
Q1 		$423K Sell
2,057
-5,950
-74% -$1.14M 0.08% 184
2023
Q4 		$1.53M Buy
+8,007
New +$1.47M 0.69% 34

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

GC Wealth Management RIA's GLD Position: Q2 2026 in Review

GC Wealth Management RIA reduced its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, selling an estimated $308K and leaving 45,386 shares worth $16.7M. The position accounts for 0.96% of the portfolio, ranked #17.

GC Wealth Management RIA first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.4M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • GC Wealth Management RIA held 45,386 shares of SPDR Gold Trust worth $16.7M as of Q2 2026.
  • GC Wealth Management RIA sold 744 SPDR Gold Trust shares in Q2 2026, an estimated $308K.
  • SPDR Gold Trust made up 0.96% of GC Wealth Management RIA's portfolio in Q2 2026, its #17 holding.
  • GC Wealth Management RIA first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's SPDR Gold Trust position peaked at $24.4M in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.