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

Genesis 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	$1.96M	Hold	5,308	–	–	1.17%	19
2026 Q1	$2.28M	Hold	5,308	–	–	1.52%	16
2025 Q4	$2.1M	Sell	5,308 -149	-3%	-$56.9K	1.44%	18
2025 Q3	$1.94M	Sell	5,457 -23	-0.4%	-$7.33K	1.37%	18
2025 Q2	$1.67M	Buy	5,480 +5	+0.1%	+$1.51K	1.25%	19
2025 Q1	$1.58M	Hold	5,475	–	–	1.28%	20
2024 Q4	$1.33M	Buy	+5,475	New	+$1.35M	1.16%	22
2015 Q2	$381K	Sell	3,391 -1,085	-24%	-$124K	0.31%	32
2015 Q1	$517K	Sell	4,476 -250	-5%	-$29.2K	0.43%	32
2014 Q4	$547K	Buy	+4,726	New	+$545K	0.43%	33

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

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

Genesis Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 5,308 shares worth $1.96M. The position accounts for 1.17% of the portfolio, ranked #19.

Genesis Wealth Advisors first reported a position in GLD in Q4 2014 and has held it in 10 quarters since. The position peaked at $2.28M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Genesis Wealth Advisors held 5,308 shares of SPDR Gold Trust worth $1.96M as of Q2 2026.
Genesis Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 1.17% of Genesis Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Genesis Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's SPDR Gold Trust position peaked at $2.28M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.