Gen-Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Gen-Wealth Partners’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	$1.08M	Sell	2,941 -143	-5%	-$59.2K	0.3%	72
2026 Q1	$1.33M	Sell	3,084 -436	-12%	-$195K	0.42%	59
2025 Q4	$1.4M	Sell	3,520 -105	-3%	-$40.1K	0.45%	55
2025 Q3	$1.29M	Buy	3,625 +2,734	+307%	+$871K	0.44%	53
2025 Q2	$272K	Sell	891 -1	-0.1%	-$303	0.1%	183
2025 Q1	$257K	Hold	892	–	–	0.11%	183
2024 Q4	$216K	Sell	892 -40	-4%	-$9.83K	0.09%	204
2024 Q3	$240K	Buy	932 +400	+75%	+$91.6K	0.1%	198
2024 Q2	$114K	Sell	532 -1	-0.2%	-$216	0.06%	273
2024 Q1	$110K	Buy	+533	New	+$102K	0.05%	289

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

Gen-Wealth Partners's GLD Position: Q2 2026 in Review

Gen-Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 4.6% in Q2 2026, selling an estimated $59.2K and leaving 2,941 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #72.

Gen-Wealth Partners first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Gen-Wealth Partners held 2,941 shares of SPDR Gold Trust worth $1.08M as of Q2 2026.
Gen-Wealth Partners sold 143 SPDR Gold Trust shares in Q2 2026, an estimated $59.2K.
SPDR Gold Trust made up 0.3% of Gen-Wealth Partners's portfolio in Q2 2026, its #72 holding.
Gen-Wealth Partners first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's SPDR Gold Trust position peaked at $1.4M in Q4 2025.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.