HWP
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Highline Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Highline Wealth Partners’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 		$2.77M Buy
7,524
+1,196
+19% +$495K 0.56% 36
2026
Q1 		$2.72M Sell
6,328
-2,500
-28% -$1.12M 0.69% 32
2025
Q4 		$3.5M Sell
8,828
-175
-2% -$66.8K 0.98% 26
2025
Q3 		$3.2M Sell
9,003
-55
-0.6% -$17.5K 0.86% 30
2025
Q2 		$2.76M Buy
9,058
+753
+9% +$228K 0.82% 32
2025
Q1 		$2.39M Sell
8,305
-185
-2% -$48.9K 0.81% 32
2024
Q4 		$2.06M Sell
8,490
-672
-7% -$165K 0.67% 35
2024
Q3 		$2.23M Sell
9,162
-635
-6% -$145K 0.74% 34
2024
Q2 		$2.11M Sell
9,797
-336
-3% -$72.7K 0.79% 28
2024
Q1 		$2.08M Sell
10,133
-175
-2% -$33.6K 0.85% 28
2023
Q4 		$1.97M Sell
10,308
-220
-2% -$40.3K 0.95% 29
2023
Q3 		$1.81M Sell
10,528
-1,391
-12% -$249K 1.11% 25
2023
Q2 		$2.12M Sell
11,919
-355
-3% -$65.2K 1.34% 21
2023
Q1 		$2.25M Sell
12,274
-506
-4% -$89K 1.54% 18
2022
Q4 		$2.17M Sell
12,780
-2,609
-17% -$420K 1.6% 16
2022
Q3 		$2.38M Buy
+15,389
New +$2.47M 1.93% 13

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

Highline Wealth Partners's GLD Position: Q2 2026 in Review

Highline Wealth Partners increased its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, buying an estimated $495K and bringing the position to 7,524 shares worth $2.77M. The position accounts for 0.56% of the portfolio, ranked #36.

Highline Wealth Partners first reported a position in GLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.5M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Highline Wealth Partners held 7,524 shares of SPDR Gold Trust worth $2.77M as of Q2 2026.
  • Highline Wealth Partners bought 1,196 SPDR Gold Trust shares in Q2 2026, an estimated $495K.
  • SPDR Gold Trust made up 0.56% of Highline Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Highline Wealth Partners first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's SPDR Gold Trust position peaked at $3.5M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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