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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 Sell
1,460
-10,376
-88% -$1.86M 0.09% 162
2020
Q2 		$1.98M Buy
11,836
+11,248
+1,913% +$1.81M 0.51% 36
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

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

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 20 quarters since. The position peaked at $24.4M in Q4 2019. 3,043 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 20 quarters since.
  • Golden State Wealth Management's SPDR Gold Trust position peaked at $24.4M in Q4 2019.
  • 3,043 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.