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GWN Securities’s SPDR Gold Trust GLD Stock Holding History

GWN Securities’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 		$3.61M Buy
9,802
+619
+7% +$256K 0.6% 33
2026
Q1 		$3.95M Buy
9,183
+716
+8% +$321K 0.76% 26
2025
Q4 		$3.36M Buy
8,467
+1,364
+19% +$521K 0.68% 36
2025
Q3 		$2.54M Buy
7,103
+695
+11% +$221K 0.59% 47
2025
Q2 		$1.95M Sell
6,408
-30,664
-83% -$9.29M 0.36% 69
2025
Q1 		$10.8M Buy
37,072
+29,713
+404% +$7.86M 0.61% 35
2024
Q4 		$1.88M Buy
+7,359
New +$1.81M 0.5% 45

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

GWN Securities's GLD Position: Q2 2026 in Review

GWN Securities increased its SPDR Gold Trust (GLD) stake by 6.7% in Q2 2026, buying an estimated $256K and bringing the position to 9,802 shares worth $3.61M. The position accounts for 0.6% of the portfolio, ranked #33.

GWN Securities first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q1 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • GWN Securities held 9,802 shares of SPDR Gold Trust worth $3.61M as of Q2 2026.
  • GWN Securities bought 619 SPDR Gold Trust shares in Q2 2026, an estimated $256K.
  • SPDR Gold Trust made up 0.6% of GWN Securities's portfolio in Q2 2026, its #33 holding.
  • GWN Securities first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's SPDR Gold Trust position peaked at $10.8M in Q1 2025.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.