GWM
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GoalFusion Wealth Management’s SPDR Gold Trust GLD Stock Holding History

GoalFusion 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 		$5.96M Buy
16,169
+504
+3% +$209K 2.41% 9
2026
Q1 		$6.74M Buy
15,665
+30
+0.2% +$13.4K 3.06% 8
2025
Q4 		$6.2M Sell
15,635
-213
-1% -$81.3K 2.87% 8
2025
Q3 		$5.63M Buy
15,848
+373
+2% +$119K 2.69% 9
2025
Q2 		$4.72M Buy
15,475
+355
+2% +$107K 2.42% 10
2025
Q1 		$4.36M Sell
15,120
-193
-1% -$51K 2.38% 10
2024
Q4 		$3.71M Buy
15,313
+306
+2% +$75.2K 2.02% 11
2024
Q3 		$3.65M Buy
15,007
+519
+4% +$119K 2.02% 11
2024
Q2 		$3.12M Sell
14,488
-304
-2% -$65.8K 1.94% 11
2024
Q1 		$3.04M Sell
14,792
-39
-0.3% -$7.49K 1.94% 11
2023
Q4 		$2.84M Sell
14,831
-2,684
-15% -$492K 1.93% 11
2023
Q3 		$3M Sell
17,515
-881
-5% -$158K 2.23% 11
2023
Q2 		$3.28M Sell
18,396
-1,002
-5% -$184K 2.42% 10
2023
Q1 		$3.55M Sell
19,398
-129
-0.7% -$22.7K 2.79% 8
2022
Q4 		$3.5M Buy
19,527
+468
+2% +$75.4K 2.82% 8
2022
Q3 		$2.95M Sell
19,059
-307
-2% -$49.4K 2.79% 8
2022
Q2 		$3.26M Buy
19,366
+1,863
+11% +$325K 3.06% 8
2022
Q1 		$3.16M Buy
+17,503
New +$3.07M 2.72% 8

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

GoalFusion Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.2% in Q2 2026, buying an estimated $209K and bringing the position to 16,169 shares worth $5.96M. The position accounts for 2.41% of the portfolio, ranked #9.

GoalFusion Wealth Management first reported a position in GLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.74M in Q1 2026. 604 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • GoalFusion Wealth Management held 16,169 shares of SPDR Gold Trust worth $5.96M as of Q2 2026.
  • GoalFusion Wealth Management bought 504 SPDR Gold Trust shares in Q2 2026, an estimated $209K.
  • SPDR Gold Trust made up 2.41% of GoalFusion Wealth Management's portfolio in Q2 2026, its #9 holding.
  • GoalFusion Wealth Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • GoalFusion Wealth Management's SPDR Gold Trust position peaked at $6.74M in Q1 2026.
  • 604 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.