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Glassman Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Glassman Wealth Services’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 		$435K Sell
1,180
-117
-9% -$48.5K 0.05% 58
2026
Q1 		$558K Hold
1,297
– – 0.08% 42
2025
Q4 		$514K Hold
1,297
– – 0.07% 47
2025
Q3 		$461K Hold
1,297
– – 0.06% 48
2025
Q2 		$395K Hold
1,297
– – 0.06% 50
2025
Q1 		$374K Hold
1,297
– – 0.06% 46
2024
Q4 		$314K Hold
1,297
– – 0.05% 51
2024
Q3 		$315K Buy
1,297
+375
+41% +$85.9K 0.05% 55
2024
Q2 		$198K Sell
922
-60
-6% -$13K 0.04% 70
2024
Q1 		$202K Buy
982
+7
+0.7% +$1.34K 0.04% 67
2023
Q4 		$186K Hold
975
– – 0.03% 201
2023
Q3 		$167K Buy
975
+55
+6% +$9.83K 0.03% 193
2023
Q2 		$164K Hold
920
– – 0.03% 193
2023
Q1 		$169K Sell
920
-33
-3% -$5.81K 0.03% 190
2022
Q4 		$162K Hold
953
– – 0.03% 204
2022
Q3 		$147K Sell
953
-298
-24% -$47.9K 0.03% 190
2022
Q2 		$211K Buy
1,251
+1,196
+2,175% +$209K 0.04% 151
2022
Q1 		$10K Buy
+55
New +$9.65K ﹤0.01% 826
2021
Q4 		– Sell
-55
Closed -$9K – 1737
2021
Q3 		$9K Hold
55
– – ﹤0.01% 793
2021
Q2 		$9K Hold
55
– – ﹤0.01% 774
2021
Q1 		$9K Hold
55
– – ﹤0.01% 739
2020
Q4 		$10K Buy
55
+10
+22% +$1.76K ﹤0.01% 711
2020
Q3 		$8K Buy
45
+25
+125% +$4.49K ﹤0.01% 669
2020
Q2 		$3K Hold
20
– – ﹤0.01% 748
2020
Q1 		$3K Hold
20
– – ﹤0.01% 609
2019
Q4 		$3K Hold
20
– – ﹤0.01% 675
2019
Q3 		$3K Sell
20
-402
-95% -$55.9K ﹤0.01% 622
2019
Q2 		$56K Buy
+422
New +$52.2K 0.02% 226
2017
Q1 		– Sell
-80
Closed -$9K – 620
2016
Q4 		$9K Buy
+80
New +$9.29K 0.01% 378
2016
Q2 		– Sell
-137
Closed -$16K – 439
2016
Q1 		$16K Buy
+137
New +$15.5K 0.01% 243

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Glassman Wealth Services's GLD Position: Q2 2026 in Review

Glassman Wealth Services reduced its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, selling an estimated $48.5K and leaving 1,180 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #58.

Glassman Wealth Services first reported a position in GLD in Q1 2016 and has held it in 30 quarters since. The position peaked at $558K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Glassman Wealth Services held 1,180 shares of SPDR Gold Trust worth $435K as of Q2 2026.
  • Glassman Wealth Services sold 117 SPDR Gold Trust shares in Q2 2026, an estimated $48.5K.
  • SPDR Gold Trust made up 0.05% of Glassman Wealth Services's portfolio in Q2 2026, its #58 holding.
  • Glassman Wealth Services first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 30 quarters since.
  • Glassman Wealth Services's SPDR Gold Trust position peaked at $558K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.