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Golden State Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Golden State 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 		$4.38M Sell
11,898
-698
-6% -$289K 0.4% 51
2026
Q1 		$5.42M Sell
12,596
-394
-3% -$176K 0.59% 33
2025
Q4 		$5.15M Sell
12,990
-445
-3% -$170K 0.54% 35
2025
Q3 		$4.78M Sell
13,435
-121
-0.9% -$38.6K 0.53% 35
2025
Q2 		$4.13M Sell
13,556
-127
-0.9% -$38.5K 0.5% 38
2025
Q1 		$3.94M Buy
13,683
+515
+4% +$136K 0.59% 35
2024
Q4 		$3.19M Buy
+13,168
New +$3.24M 0.48% 42
2022
Q1 		$975K Buy
5,398
+3,040
+129% +$533K 0.19% 105
2021
Q4 		$403K Sell
2,358
-83
-3% -$13.9K 0.07% 245
2021
Q3 		$401K Buy
2,441
+144
+6% +$24.1K 0.09% 188
2021
Q2 		$380K Buy
2,297
+431
+23% +$73.2K 0.08% 197
2021
Q1 		$298K Buy
1,866
+461
+33% +$77.5K 0.1% 150
2020
Q4 		$251K Sell
1,405
-55
-4% -$9.69K 0.07% 204
2020
Q3 		$259K Buy
+1,460
New +$262K 0.09% 162
2020
Q2 		– Sell
-588
Closed -$87K – 469
2020
Q1 		$87K Sell
588
-170,375
-100% -$25.4M 0.04% 268
2019
Q4 		$24.4M Buy
170,963
+169,612
+12,555% +$23.7M 4.67% 9
2019
Q3 		$188K Buy
1,351
+763
+130% +$106K 0.06% 212
2019
Q2 		$78K Sell
588
-1,850
-76% -$229K 0.02% 372
2019
Q1 		$297K Buy
+2,438
New +$300K 0.1% 169

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Golden State Wealth Management's GLD Position: Q2 2026 in Review

Golden State Wealth Management reduced its SPDR Gold Trust (GLD) stake by 5.5% in Q2 2026, selling an estimated $289K and leaving 11,898 shares worth $4.38M. The position accounts for 0.4% of the portfolio, ranked #51.

Golden State Wealth Management first reported a position in GLD in Q1 2019 and has held it in 19 quarters since. The position peaked at $24.4M in Q4 2019. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Golden State Wealth Management held 11,898 shares of SPDR Gold Trust worth $4.38M as of Q2 2026.
  • Golden State Wealth Management sold 698 SPDR Gold Trust shares in Q2 2026, an estimated $289K.
  • SPDR Gold Trust made up 0.4% of Golden State Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Golden State Wealth Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's SPDR Gold Trust position peaked at $24.4M in Q4 2019.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.