Gratus Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Gratus Wealth Advisors’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	$1.11M	Hold	3,020	–	–	0.14%	60
2026 Q1	$1.3M	Hold	3,020	–	–	0.19%	46
2025 Q4	$1.2M	Hold	3,020	–	–	0.17%	54
2025 Q3	$1.07M	Hold	3,020	–	–	0.15%	56
2025 Q2	$921K	Hold	3,020	–	–	0.14%	63
2025 Q1	$870K	Hold	3,020	–	–	0.14%	64
2024 Q4	$731K	Hold	3,020	–	–	0.12%	71
2024 Q3	$737K	Hold	3,020	–	–	0.12%	79
2024 Q2	$670K	Hold	3,020	–	–	0.12%	82
2024 Q1	$665K	Hold	3,020	–	–	0.12%	78
2023 Q4	$577K	Buy	+3,020	New	+$553K	0.11%	76

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gratus Wealth Advisors's GLD Position: Q2 2026 in Review

Gratus Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,020 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #60.

Gratus Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Gratus Wealth Advisors held 3,020 shares of SPDR Gold Trust worth $1.11M as of Q2 2026.
Gratus Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.14% of Gratus Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Gratus Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's SPDR Gold Trust position peaked at $1.3M in Q1 2026.
1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.