Global Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Global Wealth Management’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	$624K	Hold	1,694	–	–	0.32%	23
2026 Q1	$729K	Hold	1,694	–	–	0.4%	20
2025 Q4	$671K	Buy	1,694 +237	+16%	+$90.5K	0.36%	23
2025 Q3	$518K	Hold	1,457	–	–	0.27%	24
2025 Q2	$449K	Buy	1,457 +135	+10%	+$40.9K	0.25%	23
2025 Q1	$381K	Buy	1,322 +132	+11%	+$34.9K	0.22%	24
2024 Q4	$288K	Hold	1,190	–	–	0.18%	25
2024 Q3	$289K	Buy	+1,190	New	+$273K	0.2%	21

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

Global Wealth Management's GLD Position: Q2 2026 in Review

Global Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,694 shares worth $624K. The position accounts for 0.32% of the portfolio, ranked #23.

Global Wealth Management first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $729K in Q1 2026. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Global Wealth Management held 1,694 shares of SPDR Gold Trust worth $624K as of Q2 2026.
Global Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.32% of Global Wealth Management's portfolio in Q2 2026, its #23 holding.
Global Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's SPDR Gold Trust position peaked at $729K in Q1 2026.
814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.