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

Heartwood 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 		$2.19M Buy
5,955
+377
+7% +$156K 0.17% 62
2026
Q1 		$2.4M Buy
5,578
+300
+6% +$134K 0.21% 53
2025
Q4 		$2.09M Buy
5,278
+4
+0.1% +$1.53K 0.19% 53
2025
Q3 		$1.87M Sell
5,274
-1
-0% -$319 0.17% 55
2025
Q2 		$1.61M Hold
5,275
– – 0.17% 56
2025
Q1 		$1.52M Buy
5,275
+2,426
+85% +$642K 0.17% 53
2024
Q4 		$690K Hold
2,849
– – 0.08% 84
2024
Q3 		$692K Hold
2,849
– – 0.08% 84
2024
Q2 		$613K Sell
2,849
-1
-0% -$216 0.07% 88
2024
Q1 		$586K Hold
2,850
– – 0.07% 84
2023
Q4 		$545K Sell
2,850
-54
-2% -$9.9K 0.07% 79
2023
Q3 		$498K Buy
2,904
+479
+20% +$85.6K 0.07% 82
2023
Q2 		$432K Buy
2,425
+1,041
+75% +$191K 0.06% 88
2023
Q1 		$254K Hold
1,384
– – 0.04% 110
2022
Q4 		$235K Buy
+1,384
New +$223K 0.04% 114
2021
Q2 		– Sell
-73,045
Closed -$11.7M – 98
2021
Q1 		$11.7M Sell
73,045
-17,320
-19% -$2.91M 1.88% 19
2020
Q4 		$16.1M Buy
90,365
+1,911
+2% +$337K 2.6% 13
2020
Q3 		$15.7M Sell
88,454
-52,458
-37% -$9.43M 3% 12
2020
Q2 		$14.9M Buy
140,912
+53,849
+62% +$8.69M 2.96% 12
2020
Q1 		$12.9M Buy
87,063
+30,932
+55% +$4.61M 3.09% 13
2019
Q4 		$8.02M Buy
+56,131
New +$7.84M 1.53% 18

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 6.8% in Q2 2026, buying an estimated $156K and bringing the position to 5,955 shares worth $2.19M. The position accounts for 0.17% of the portfolio, ranked #62.

Heartwood Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 21 quarters since. The position peaked at $16.1M in Q4 2020. 1,232 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Heartwood Wealth Advisors held 5,955 shares of SPDR Gold Trust worth $2.19M as of Q2 2026.
  • Heartwood Wealth Advisors bought 377 SPDR Gold Trust shares in Q2 2026, an estimated $156K.
  • SPDR Gold Trust made up 0.17% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Heartwood Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 21 quarters since.
  • Heartwood Wealth Advisors's SPDR Gold Trust position peaked at $16.1M in Q4 2020.
  • 1,232 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.