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High Point Wealth Management’s SPDR Gold Trust GLD Stock Holding History

High Point Wealth Management’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 		$142K Hold
386
– – 0.12% 98
2026
Q1 		$166K Buy
386
+110
+40% +$49.3K 0.16% 92
2025
Q4 		$109K Buy
+276
New +$105K 0.1% 108

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Commonwealth Equity Services
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

High Point Wealth Management's GLD Position: Q2 2026 in Review

High Point Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 386 shares worth $142K. The position accounts for 0.12% of the portfolio, ranked #98.

High Point Wealth Management first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $166K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • High Point Wealth Management held 386 shares of SPDR Gold Trust worth $142K as of Q2 2026.
  • High Point Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.12% of High Point Wealth Management's portfolio in Q2 2026, its #98 holding.
  • High Point Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's SPDR Gold Trust position peaked at $166K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.