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Heritage Wealth Architects’s SPDR Gold Trust GLD Stock Holding History

Heritage Wealth Architects’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 		$278K Hold
757
– – 0.11% 65
2026
Q1 		$320K Sell
757
-164
-18% -$73.4K 0.13% 64
2025
Q4 		$422K Buy
921
+129
+16% +$49.3K 0.2% 52
2025
Q3 		$282K Sell
792
-28
-3% -$8.92K 0.17% 50
2025
Q2 		$250K Buy
+820
New +$248K 0.18% 45

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Heritage Wealth Architects's GLD Position: Q2 2026 in Review

Heritage Wealth Architects held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 757 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #65.

Heritage Wealth Architects first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q4 2025. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Heritage Wealth Architects held 757 shares of SPDR Gold Trust worth $278K as of Q2 2026.
  • Heritage Wealth Architects left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.11% of Heritage Wealth Architects's portfolio in Q2 2026, its #65 holding.
  • Heritage Wealth Architects first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's SPDR Gold Trust position peaked at $422K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.