Genesis Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Genesis Private 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	$10.5M	Buy	28,607 +563	+2%	+$233K	2.96%	6
2026 Q1	$12.1M	Sell	28,044 -383	-1%	-$172K	3.8%	5
2025 Q4	$11.3M	Buy	28,427 +49	+0.2%	+$18.7K	3.5%	5
2025 Q3	$10.1M	Buy	28,378 +208	+0.7%	+$66.3K	4.24%	4
2025 Q2	$8.59M	Buy	28,170 +54	+0.2%	+$16.4K	4.05%	4
2025 Q1	$8.1M	Buy	28,116 +1,089	+4%	+$288K	4.3%	5
2024 Q4	$6.54M	Buy	+27,027	New	+$6.64M	3.61%	6

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Genesis Private Wealth's GLD Position: Q2 2026 in Review

Genesis Private Wealth increased its SPDR Gold Trust (GLD) stake by 2% in Q2 2026, buying an estimated $233K and bringing the position to 28,607 shares worth $10.5M. The position accounts for 2.96% of the portfolio, ranked #6.

Genesis Private Wealth first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1M in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Genesis Private Wealth held 28,607 shares of SPDR Gold Trust worth $10.5M as of Q2 2026.
Genesis Private Wealth bought 563 SPDR Gold Trust shares in Q2 2026, an estimated $233K.
SPDR Gold Trust made up 2.96% of Genesis Private Wealth's portfolio in Q2 2026, its #6 holding.
Genesis Private Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's SPDR Gold Trust position peaked at $12.1M in Q1 2026.
814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.