HighMark Wealth Management’s SPDR Gold Trust GLD Stock Holding History

HighMark 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	$736	Hold	2	–	–	﹤0.01%	509
2026 Q1	$860	Hold	2	–	–	﹤0.01%	490
2025 Q4	$792	Hold	2	–	–	﹤0.01%	521
2025 Q3	$711	Hold	2	–	–	﹤0.01%	543
2025 Q2	$610	Hold	2	–	–	﹤0.01%	548
2025 Q1	$576	Buy	+2	New	+$529	﹤0.01%	522
2020 Q4	–	Sell	-117	Closed	-$21K	–	463
2020 Q3	$21K	Buy	+117	New	+$21K	0.02%	163

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighMark Wealth Management's GLD Position: Q2 2026 in Review

HighMark Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #509.

HighMark Wealth Management first reported a position in GLD in Q3 2020 and has held it in 7 quarters since. The position peaked at $21K in Q3 2020. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

HighMark Wealth Management held 2 shares of SPDR Gold Trust worth $736 as of Q2 2026.
HighMark Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #509 holding.
HighMark Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 7 quarters since.
HighMark Wealth Management's SPDR Gold Trust position peaked at $21K in Q3 2020.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.