GLLW
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Graves Light Lenhart Wealth’s SPDR Gold Trust GLD Stock Holding History

Graves Light Lenhart Wealth’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 		$327K Buy
889
+120
+16% +$49.7K 0.03% 152
2026
Q1 		$331K Hold
769
– – 0.03% 144
2025
Q4 		$305K Sell
769
-193
-20% -$73.7K 0.03% 149
2025
Q3 		$342K Hold
962
– – 0.04% 136
2025
Q2 		$293K Hold
962
– – 0.03% 149
2025
Q1 		$277K Hold
962
– – 0.03% 149
2024
Q4 		$233K Hold
962
– – 0.03% 164
2024
Q3 		$234K Hold
962
– – 0.03% 167
2024
Q2 		$207K Buy
+962
New +$208K 0.02% 172
2023
Q3 		– Sell
-1,162
Closed -$207K – 180
2023
Q2 		$207K Hold
1,162
– – 0.03% 172
2023
Q1 		$213K Sell
1,162
-25
-2% -$4.4K 0.03% 156
2022
Q4 		$201K Buy
+1,187
New +$191K 0.03% 159
2022
Q3 		– Sell
-1,275
Closed -$215K – 323
2022
Q2 		$215K Hold
1,275
– – 0.03% 160
2022
Q1 		$230K Hold
1,275
– – 0.03% 165
2021
Q4 		$218K Hold
1,275
– – 0.03% 186
2021
Q3 		$209K Hold
1,275
– – 0.03% 172
2021
Q2 		$211K Hold
1,275
– – 0.03% 175
2021
Q1 		$204K Buy
1,275
+238
+23% +$40K 0.04% 175
2020
Q4 		$185K Sell
1,037
-200
-16% -$35.2K 0.03% 173
2020
Q3 		$219K Buy
+1,237
New +$222K 0.05% 147

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SC
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Graves Light Lenhart Wealth's GLD Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $49.7K and bringing the position to 889 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #152.

Graves Light Lenhart Wealth first reported a position in GLD in Q3 2020 and has held it in 20 quarters since. The position peaked at $342K in Q3 2025. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Graves Light Lenhart Wealth held 889 shares of SPDR Gold Trust worth $327K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 120 SPDR Gold Trust shares in Q2 2026, an estimated $49.7K.
  • SPDR Gold Trust made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #152 holding.
  • Graves Light Lenhart Wealth first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 20 quarters since.
  • Graves Light Lenhart Wealth's SPDR Gold Trust position peaked at $342K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.