HIW
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Holos Integrated Wealth’s SPDR Gold Trust GLD Stock Holding History

Holos Integrated Wealth’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 		$170K Hold
451
– – 0.08% 91
2026
Q1 		$195K Buy
451
+140
+45% +$62.7K 0.1% 86
2025
Q4 		$124K Hold
311
– – 0.07% 84
2025
Q3 		$115K Hold
311
– – 0.07% 82
2025
Q2 		$97.4K Hold
311
– – 0.06% 87
2025
Q1 		$89.6K Hold
311
– – 0.06% 87
2024
Q4 		$75.3K Buy
+311
New +$76.4K 0.05% 91

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Holos Integrated Wealth's GLD Position: Q2 2026 in Review

Holos Integrated Wealth held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 451 shares worth $170K. The position accounts for 0.08% of the portfolio, ranked #91.

Holos Integrated Wealth first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $195K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Holos Integrated Wealth held 451 shares of SPDR Gold Trust worth $170K as of Q2 2026.
  • Holos Integrated Wealth left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.08% of Holos Integrated Wealth's portfolio in Q2 2026, its #91 holding.
  • Holos Integrated Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's SPDR Gold Trust position peaked at $195K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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