GenWealth Group’s SPDR Gold Trust GLD Stock Holding History

GenWealth Group’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
2025 Q2	–	Sell	-149,642	Closed	-$43.1M	–	73
2025 Q1	$43.1M	Buy	+149,642	New	+$39.6M	9.51%	3
2023 Q2	–	Sell	-3,202	Closed	-$587K	–	72
2023 Q1	$587K	Sell	3,202 -68,496	-96%	-$12.1M	0.18%	47
2022 Q4	$12.2M	Buy	+71,698	New	+$11.5M	3.98%	10
2022 Q1	–	Sell	-93,174	Closed	-$15.9M	–	73
2021 Q4	$15.9M	Buy	+93,174	New	+$15.6M	4.31%	9
2020 Q2	–	Sell	-80,597	Closed	-$11.9M	–	70
2020 Q1	$11.9M	Buy	+80,597	New	+$12M	5.2%	6
2019 Q1	–	Sell	-191,600	Closed	-$23.2M	–	62
2018 Q4	$23.2M	Buy	+191,600	New	+$22.3M	11.56%	1
2017 Q3	–	Sell	-1,976	Closed	-$233K	–	54
2017 Q2	$233K	Buy	+1,976	New	+$236K	0.16%	46

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GenWealth Group's GLD Position: Q2 2025 in Review

GenWealth Group sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 149,642 shares — an estimated $43.1M sold.

GenWealth Group first reported a position in GLD in Q2 2017 and held it in 7 quarters. The position peaked at $43.1M in Q1 2025. 2,654 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

GenWealth Group reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
GenWealth Group sold 149,642 SPDR Gold Trust shares in Q2 2025, an estimated $43.1M.
GenWealth Group first reported a position in SPDR Gold Trust in Q2 2017 and held it in 7 quarters.
GenWealth Group's SPDR Gold Trust position peaked at $43.1M in Q1 2025.
2,654 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on GenWealth Group's 13F filing for Q2 2025, filed 16 Jul 2025.