Grant Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Grant Private 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	$261K	Sell	709 -15	-2%	-$6.21K	0.11%	138
2026 Q1	$312K	Sell	724 -145	-17%	-$64.9K	0.17%	113
2025 Q4	$344K	Sell	869 -34	-4%	-$13K	0.21%	98
2025 Q3	$321K	Buy	+903	New	+$288K	0.2%	99
2025 Q2	–	Sell	-860	Closed	-$248K	–	90
2025 Q1	$248K	Buy	+860	New	+$227K	0.27%	102

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Grant Private Wealth Management's GLD Position: Q2 2026 in Review

Grant Private Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.1% in Q2 2026, selling an estimated $6.21K and leaving 709 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #138.

Grant Private Wealth Management first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $344K in Q4 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Grant Private Wealth Management held 709 shares of SPDR Gold Trust worth $261K as of Q2 2026.
Grant Private Wealth Management sold 15 SPDR Gold Trust shares in Q2 2026, an estimated $6.21K.
SPDR Gold Trust made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #138 holding.
Grant Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
Grant Private Wealth Management's SPDR Gold Trust position peaked at $344K in Q4 2025.
554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.