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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,023 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.
3,023 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.